UnitedHealth shares owned by Lakeshore Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lakeshore Financial Planning
from 13F filings
Historical chart of Lakeshore Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lakeshore Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $203k | 614 | 330.10 |
| 2025-09-30 | $205k | 592 | 345.82 |
| 2025-06-30 | $207k | 662 | 311.89 |
| 2025-03-31 | $346k | 660 | 524.23 |
| 2024-12-31 | $334k | 660 | 506.32 |
| 2024-09-30 | $386k | 660 | 585.21 |
| 2024-06-30 | $317k | 622 | 509.75 |
| 2024-03-31 | $308k | 622 | 495.18 |
| 2023-09-30 | $313k | 621 | 504.52 |
More positions owned by Lakeshore Financial Planning
View all positions for Lakeshore Financial Planning