UnitedHealth shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $288k | 549 | 524.59 |
| 2024-12-31 | $342k | 677 | 505.17 |
| 2024-09-30 | $461k | 788 | 585.03 |
| 2024-06-30 | $331k | 649 | 510.02 |
| 2024-03-31 | $7.8M | 16k | 494.69 |
| 2023-12-31 | $8.0M | 15k | 526.48 |
| 2023-09-30 | $7.5M | 15k | 504.20 |
| 2023-06-30 | $7.1M | 15k | 480.65 |
| 2022-09-30 | $8.8M | 18k | 505.03 |
| 2022-06-30 | $4.0M | 7.8k | 513.61 |
| 2022-03-31 | $9.2M | 18k | 509.97 |
| 2021-12-31 | $9.8M | 20k | 502.13 |
| 2021-09-30 | $152k | 19k | 7.84 |
| 2021-06-30 | $7.8M | 19k | 400.44 |
| 2021-03-31 | $7.1M | 19k | 372.07 |
| 2020-12-31 | $5.0M | 14k | 350.66 |
| 2020-09-30 | $4.1M | 13k | 311.76 |
| 2020-06-30 | $3.4M | 12k | 294.94 |
| 2020-03-31 | $3.0M | 10k | 288.43 |