UnitedHealth shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.6M | 18k | 530.19 |
| 2023-12-31 | $5.0k | 10 | 502.30 |
| 2023-09-30 | $4.7M | 9.3k | 504.21 |
| 2023-03-31 | $6.5M | 14k | 472.61 |
| 2022-12-31 | $9.6M | 18k | 530.19 |
| 2022-09-30 | $9.2M | 18k | 505.07 |
| 2022-06-30 | $9.6M | 19k | 513.66 |
| 2022-03-31 | $9.6M | 19k | 509.97 |
| 2021-12-31 | $7.4M | 15k | 502.15 |
| 2021-09-30 | $5.7M | 15k | 390.71 |
| 2021-06-30 | $5.4M | 14k | 400.41 |
| 2021-03-31 | $4.8M | 13k | 372.02 |
| 2020-12-31 | $4.4M | 13k | 350.68 |
| 2020-09-30 | $3.8M | 12k | 311.75 |
| 2020-06-30 | $5.5M | 19k | 294.92 |
| 2020-03-31 | $3.0M | 12k | 249.39 |
| 2019-12-31 | $3.8M | 13k | 293.98 |
| 2019-09-30 | $2.9M | 13k | 217.29 |
| 2019-06-30 | $3.3M | 14k | 243.99 |
| 2019-03-31 | $3.8M | 15k | 247.27 |
| 2018-12-31 | $5.8M | 24k | 249.11 |
| 2018-09-30 | $7.9M | 29k | 269.09 |
| 2018-06-30 | $6.3M | 29k | 217.18 |
| 2018-03-31 | $6.3M | 29k | 217.18 |
| 2017-12-31 | $6.9M | 31k | 224.76 |
| 2017-09-30 | $6.2M | 32k | 196.31 |
| 2017-06-30 | $6.0k | 239 | 25.25 |
| 2017-03-31 | $5.2M | 31k | 165.38 |
| 2016-12-31 | $4.8M | 31k | 158.66 |
| 2016-09-30 | $4.2M | 30k | 140.02 |