UnitedHealth shares owned by Independent Solutions Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Independent Solutions Wealth Management
from 13F filings
Historical chart of Independent Solutions Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Independent Solutions Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.1k | 584.68 |
| 2024-06-30 | $1.0M | 2.0k | 509.26 |
| 2024-03-31 | $985k | 2.0k | 494.70 |
| 2023-12-31 | $948k | 1.8k | 526.47 |
| 2023-09-30 | $624k | 1.2k | 504.19 |
| 2023-06-30 | $715k | 1.5k | 480.64 |
| 2023-03-31 | $742k | 1.6k | 472.59 |
| 2022-12-31 | $1.4M | 2.7k | 530.18 |
| 2022-09-30 | $727k | 1.4k | 505.04 |
| 2022-06-30 | $465k | 905 | 513.63 |
| 2022-03-31 | $417k | 817 | 509.97 |
| 2021-12-31 | $394k | 784 | 502.14 |
| 2021-09-30 | $282k | 722 | 390.74 |
More positions owned by Independent Solutions Wealth Management
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