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UnitedHealth shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in UnitedHealth

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All positions including UnitedHealth held by Joel Isaacson & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $3.0M 6.0k 509.28
2024-03-31 $3.0M 6.0k 494.67
2023-12-31 $3.0M 5.7k 526.42
2023-09-30 $2.7M 5.4k 504.17
2023-06-30 $2.4M 4.9k 480.68
2023-03-31 $2.3M 4.9k 472.61
2022-12-31 $2.7M 5.0k 530.13
2022-09-30 $2.5M 4.9k 505.05
2022-06-30 $2.4M 4.6k 513.56
2022-03-31 $2.5M 4.6k 533.97
2021-12-31 $2.3M 4.6k 502.08
2021-09-30 $1.8M 4.6k 390.80
2021-06-30 $1.8M 4.5k 400.48
2021-03-31 $1.6M 4.4k 372.11
2020-12-31 $1.5M 4.3k 350.74
2020-09-30 $1.3M 4.3k 311.69
2020-06-30 $1.3M 4.4k 294.85
2020-03-31 $1.1M 4.3k 249.42
2019-12-31 $1.4M 4.8k 293.99
2019-09-30 $1.0M 4.8k 217.38
2019-06-30 $1.2M 5.1k 243.95
2019-03-31 $1.1M 4.4k 247.22
2018-12-31 $1.1M 4.4k 247.67
2018-09-30 $1.0M 3.9k 266.07
2018-06-30 $961k 3.9k 245.34
2018-03-31 $720k 3.4k 214.03
2017-12-31 $741k 3.4k 220.40
2017-09-30 $658k 3.4k 195.83
2017-06-30 $623k 3.4k 185.53
2017-03-31 $551k 3.4k 164.09
2016-12-31 $537k 3.4k 159.92
2016-09-30 $470k 3.4k 139.96
2016-06-30 $455k 3.2k 141.22
2016-03-31 $377k 2.9k 129.02
2015-12-31 $305k 2.6k 117.58
2015-09-30 $301k 2.6k 116.04
2015-06-30 $326k 2.7k 122.05
2015-03-31 $367k 3.1k 118.31
2014-12-31 $292k 2.9k 101.11
2014-09-30 $44k 508 86.61
2014-06-30 $42k 508 82.68
2014-03-31 $142k 1.1k 135.24
2013-12-31 $38k 508 74.80
2013-09-30 $36k 508 70.87
2013-06-30 $33k 508 64.96
2013-03-31 $29k 508 57.09
2012-12-31 $28k 508 55.12