UnitedHealth shares owned by JGP Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by JGP Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $327k | 660 | 494.70 |
2023-12-31 | $318k | 604 | 526.47 |
2023-09-30 | $279k | 554 | 504.19 |
2023-06-30 | $265k | 551 | 480.64 |
2023-03-31 | $271k | 574 | 472.59 |
2022-12-31 | $287k | 541 | 530.18 |
2022-09-30 | $285k | 564 | 505.32 |