UnitedHealth shares owned by Investmark Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Investmark Advisory Group
from 13F filings
Historical chart of Investmark Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Investmark Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $286k | 545 | 524.00 |
| 2024-12-31 | $275k | 544 | 506.01 |
| 2024-09-30 | $428k | 731 | 584.75 |
| 2024-06-30 | $365k | 717 | 509.36 |
| 2024-03-31 | $386k | 780 | 494.72 |
| 2023-09-30 | $392k | 778 | 503.98 |
| 2023-06-30 | $373k | 776 | 480.75 |
| 2023-03-31 | $357k | 756 | 472.52 |
| 2022-12-31 | $411k | 776 | 529.84 |
| 2022-09-30 | $368k | 730 | 504.11 |
| 2022-06-30 | $277k | 541 | 512.01 |
| 2022-03-31 | $305k | 608 | 501.64 |
| 2021-12-31 | $305k | 608 | 501.64 |
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