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UnitedHealth shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 12k 584.63
2024-06-30 $4.5M 8.9k 509.24
2024-03-31 $2.6M 5.2k 494.65
2023-12-31 $2.7M 5.1k 526.49
2023-09-30 $2.4M 4.7k 504.17
2023-06-30 $2.2M 4.5k 480.66
2023-03-31 $2.4M 5.1k 472.63
2022-12-31 $2.4M 4.6k 530.21
2022-09-30 $2.3M 4.6k 505.09
2022-06-30 $2.5M 4.8k 513.55
2022-03-31 $2.7M 5.4k 509.97
2021-12-31 $2.7M 5.4k 502.13
2021-09-30 $1.8M 4.7k 390.81
2021-06-30 $1.8M 4.5k 400.53
2021-03-31 $2.1M 5.6k 372.13
2020-12-31 $2.1M 5.9k 350.68
2020-09-30 $2.7M 8.8k 311.78
2019-12-31 $2.2M 7.3k 293.92