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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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All positions including UnitedHealth held by Investmark Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Investmark Advisory Group

Quarter filed Position value Share count Share price at filing
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