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UnitedHealth shares owned by Kowal Investment Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Kowal Investment Group from 13F filings

Historical chart of Kowal Investment Group investment in UnitedHealth

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All positions including UnitedHealth held by Kowal Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Kowal Investment Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $575k 1.2k 494.66
2023-12-31 $743k 1.4k 526.42
2023-09-30 $626k 1.2k 504.35
2023-06-30 $562k 1.2k 480.44
2023-03-31 $551k 1.2k 472.69
2022-12-31 $655k 1.2k 530.19
2022-09-30 $517k 1.0k 504.39
2022-06-30 $492k 958 513.57
2022-03-31 $405k 794 510.08
2021-12-31 $394k 785 501.91
2021-09-30 $241k 616 391.23
2021-06-30 $225k 561 401.07
2021-03-31 $212k 569 372.58
2020-12-31 $258k 721 357.84