UnitedHealth shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $20M | 39k | 509.27 |
| 2024-03-31 | $19M | 38k | 494.70 |
| 2023-12-31 | $19M | 36k | 526.47 |
| 2023-09-30 | $16M | 32k | 504.19 |
| 2023-06-30 | $17M | 35k | 480.64 |
| 2023-03-31 | $16M | 33k | 472.59 |
| 2022-12-31 | $17k | 33k | 0.53 |
| 2022-09-30 | $16M | 31k | 505.03 |
| 2022-06-30 | $16M | 32k | 513.63 |
| 2022-03-31 | $16M | 31k | 509.95 |
| 2021-12-31 | $12M | 25k | 502.17 |
| 2021-09-30 | $9.3M | 24k | 390.73 |
| 2021-06-30 | $9.1M | 23k | 400.43 |
| 2021-03-31 | $8.3M | 22k | 372.08 |
| 2020-12-31 | $7.4M | 21k | 350.68 |
| 2020-09-30 | $6.3M | 20k | 311.78 |
| 2020-06-30 | $5.2M | 18k | 294.94 |
| 2020-03-31 | $4.3M | 17k | 249.40 |
| 2019-12-31 | $5.4M | 18k | 294.00 |
| 2019-09-30 | $4.2M | 20k | 217.34 |
| 2019-06-30 | $6.4k | 21k | 0.31 |
| 2019-03-31 | $6.2M | 25k | 247.27 |
| 2018-12-31 | $8.7M | 35k | 249.11 |
| 2018-09-30 | $8.3M | 32k | 263.25 |
| 2018-06-30 | $6.4M | 26k | 244.64 |
| 2018-03-31 | $5.4M | 25k | 217.17 |
| 2017-12-31 | $5.3M | 24k | 224.78 |
| 2017-09-30 | $4.6M | 24k | 196.32 |
| 2017-06-30 | $4.1M | 22k | 186.95 |
| 2017-03-31 | $2.7M | 16k | 165.34 |
| 2016-12-31 | $2.3M | 15k | 158.65 |
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