UnitedHealth shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in UnitedHealth
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $924k | 1.9k | 494.63 |
2023-12-31 | $1.0M | 2.0k | 526.60 |
2023-09-30 | $978k | 1.9k | 504.25 |
2023-06-30 | $934k | 1.9k | 480.62 |
2023-03-31 | $900k | 1.9k | 472.50 |
2022-12-31 | $1.0M | 4.8k | 217.79 |
2022-09-30 | $997k | 2.0k | 505.07 |
2022-06-30 | $1.0M | 2.0k | 513.73 |
2022-03-31 | $1.1M | 2.1k | 501.89 |
2021-12-31 | $1.1M | 2.1k | 501.89 |
2021-09-30 | $887k | 2.3k | 390.75 |
2021-06-30 | $910k | 2.3k | 400.53 |
2021-03-31 | $850k | 2.3k | 371.83 |
2020-12-31 | $783k | 2.2k | 350.65 |