UnitedHealth shares owned by Investment Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in UnitedHealth
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All positions including UnitedHealth held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $300k | 512 | 584.92 |
| 2024-06-30 | $246k | 483 | 509.30 |
| 2024-03-31 | $258k | 522 | 494.55 |
| 2023-12-31 | $239k | 455 | 526.08 |
| 2023-09-30 | $248k | 492 | 503.79 |
| 2023-06-30 | $223k | 465 | 480.18 |
| 2023-03-31 | $220k | 465 | 472.13 |
| 2022-12-31 | $246k | 465 | 529.64 |
| 2022-09-30 | $235k | 465 | 505.38 |
| 2022-06-30 | $217k | 424 | 511.79 |
| 2022-03-31 | $209k | 408 | 512.25 |