UnitedHealth shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.9M | 3.7k | 504.19 |
| 2023-06-30 | $2.3M | 4.9k | 480.64 |
| 2023-03-31 | $2.3M | 4.8k | 472.59 |
| 2022-12-31 | $2.6M | 4.8k | 530.18 |
| 2022-09-30 | $2.4M | 4.8k | 505.05 |
| 2022-06-30 | $2.8M | 5.5k | 513.69 |
| 2022-03-31 | $2.8M | 5.5k | 509.89 |
| 2021-12-31 | $3.0M | 6.0k | 502.17 |
| 2021-09-30 | $2.3M | 5.9k | 390.78 |
| 2021-06-30 | $2.3M | 5.8k | 400.45 |
| 2021-03-31 | $2.1M | 5.7k | 372.06 |
| 2020-12-31 | $1.9M | 5.3k | 350.60 |
| 2020-09-30 | $1.7M | 5.4k | 311.74 |
| 2020-06-30 | $1.6M | 5.5k | 295.00 |
| 2020-03-31 | $1.3M | 5.4k | 249.31 |
| 2019-12-31 | $1.5M | 5.1k | 293.96 |
| 2019-09-30 | $1.1M | 5.1k | 217.32 |
| 2019-06-30 | $1.2M | 4.9k | 243.93 |
| 2019-03-31 | $1.1M | 4.6k | 247.19 |
| 2018-12-31 | $1.2M | 4.7k | 249.04 |
| 2018-09-30 | $1.2M | 4.7k | 266.06 |
| 2018-06-30 | $1.2M | 4.7k | 245.32 |
| 2018-03-31 | $1.0M | 4.8k | 214.09 |
| 2017-12-31 | $822k | 3.7k | 220.55 |