UnitedHealth shares owned by Keener Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Keener Financial Planning
from 13F filings
Historical chart of Keener Financial Planning investment in UnitedHealth
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All positions including UnitedHealth held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Keener Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $128k | 373 | 343.16 |
| 2025-06-30 | $116k | 373 | 310.99 |
| 2025-03-31 | $38k | 73 | 520.55 |
| 2024-12-31 | $188k | 373 | 504.02 |
| 2024-09-30 | $218k | 373 | 584.45 |
| 2024-06-30 | $189k | 373 | 506.70 |
| 2024-03-31 | $192k | 388 | 494.85 |
| 2023-12-31 | $184k | 350 | 525.71 |