UnitedHealth shares owned by Iams Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Iams Wealth Management
from 13F filings
Historical chart of Iams Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Iams Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.1k | 584.68 |
| 2024-06-30 | $997k | 2.0k | 509.26 |
| 2024-03-31 | $859k | 1.7k | 498.28 |
| 2023-12-31 | $840k | 1.6k | 526.47 |
| 2023-09-30 | $740k | 1.5k | 504.19 |
| 2023-06-30 | $1.1M | 2.2k | 476.44 |
| 2023-03-31 | $512k | 1.1k | 470.00 |
| 2022-12-31 | $310k | 584 | 530.18 |