UnitedHealth shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $319k | 545 | 585.32 |
| 2024-06-30 | $278k | 545 | 510.09 |
| 2024-03-31 | $270k | 545 | 495.41 |
| 2023-12-31 | $287k | 545 | 526.61 |
| 2023-09-30 | $275k | 545 | 504.59 |
| 2023-06-30 | $524k | 1.1k | 480.73 |
| 2023-03-31 | $515k | 1.1k | 472.48 |
| 2022-12-31 | $578k | 1.1k | 530.18 |
| 2022-09-30 | $579k | 1.1k | 504.80 |
| 2022-06-30 | $593k | 1.2k | 513.42 |
| 2022-03-31 | $585k | 1.1k | 510.03 |
| 2021-12-31 | $752k | 1.5k | 502.34 |
| 2021-09-30 | $647k | 1.7k | 390.46 |
| 2021-06-30 | $63k | 157 | 401.27 |
| 2021-03-31 | $21k | 57 | 368.42 |
| 2020-12-31 | $20k | 57 | 350.88 |