UnitedHealth shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by JFS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 3.5k | 584.74 |
| 2024-06-30 | $340k | 667 | 509.06 |
| 2024-03-31 | $377k | 763 | 494.69 |
| 2023-12-31 | $370k | 703 | 526.32 |
| 2023-09-30 | $239k | 474 | 504.46 |
| 2023-06-30 | $193k | 401 | 480.22 |
| 2023-03-31 | $197k | 416 | 472.63 |
| 2022-12-31 | $252k | 474 | 530.73 |
| 2022-09-30 | $254k | 503 | 504.97 |
| 2022-06-30 | $250k | 488 | 512.30 |
| 2022-03-31 | $229k | 449 | 510.02 |
| 2021-12-31 | $202k | 403 | 501.24 |
| 2021-09-30 | $106k | 270 | 392.59 |
| 2021-06-30 | $22k | 55 | 400.00 |
| 2021-03-31 | $20k | 55 | 363.64 |
| 2020-12-31 | $19k | 55 | 345.45 |
| 2020-09-30 | $4.0k | 12 | 333.33 |
| 2020-06-30 | $4.0k | 12 | 333.33 |
| 2020-03-31 | $3.0k | 12 | 250.00 |
| 2019-12-31 | $7.0k | 24 | 291.67 |
| 2019-09-30 | $5.0k | 24 | 208.33 |
| 2018-09-30 | $12k | 45 | 266.67 |
| 2018-03-31 | $3.0k | 13 | 230.77 |
| 2017-12-31 | $3.0k | 12 | 250.00 |
| 2016-03-31 | $3.0k | 24 | 125.00 |