UnitedHealth shares owned by IAM Advisory
Historical chart of IAM Advisory investment in UnitedHealth
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All positions including UnitedHealth held by IAM Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by IAM Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 3.8k | 311.94 |
| 2025-03-31 | $1.9M | 3.7k | 523.77 |
| 2024-12-31 | $1.9M | 3.7k | 505.84 |
| 2024-09-30 | $2.2M | 3.7k | 584.69 |
| 2024-06-30 | $1.9M | 3.7k | 509.29 |
| 2024-03-31 | $1.8M | 3.6k | 494.66 |
| 2023-12-31 | $1.9M | 3.5k | 526.45 |
| 2023-09-30 | $1.8M | 3.5k | 504.18 |
| 2023-06-30 | $1.6M | 3.4k | 480.67 |
| 2023-03-31 | $1.5M | 3.2k | 472.59 |
| 2022-12-31 | $2.5M | 4.8k | 530.15 |
| 2022-09-30 | $2.4M | 4.8k | 505.05 |
| 2022-06-30 | $2.4M | 4.8k | 513.68 |
| 2022-03-31 | $2.4M | 4.7k | 509.83 |
| 2021-12-31 | $1.3M | 2.8k | 465.14 |
| 2021-09-30 | $1.1M | 2.7k | 404.91 |
| 2021-03-31 | $1.1M | 2.6k | 406.01 |
| 2020-12-31 | $838k | 2.5k | 338.04 |