UnitedHealth shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $310k | 612 | 505.86 |
| 2024-09-30 | $378k | 647 | 584.68 |
| 2024-06-30 | $330k | 647 | 509.26 |
| 2024-03-31 | $320k | 647 | 494.70 |
| 2023-12-31 | $341k | 647 | 526.47 |
| 2023-09-30 | $330k | 647 | 509.47 |
| 2023-06-30 | $336k | 698 | 480.64 |
| 2023-03-31 | $330k | 698 | 472.59 |
| 2022-12-31 | $325k | 612 | 530.18 |
| 2022-09-30 | $309k | 612 | 504.90 |
| 2022-06-30 | $391k | 762 | 513.12 |
| 2022-03-31 | $640k | 1.3k | 509.96 |
| 2021-12-31 | $689k | 1.4k | 502.19 |
| 2021-09-30 | $535k | 1.3k | 398.96 |
| 2021-06-30 | $503k | 1.3k | 400.80 |
| 2021-03-31 | $467k | 1.3k | 372.11 |
| 2020-12-31 | $445k | 1.3k | 350.95 |
| 2020-09-30 | $384k | 1.2k | 311.44 |
| 2020-06-30 | $225k | 762 | 295.28 |
| 2019-12-31 | $224k | 762 | 293.96 |
| 2018-09-30 | $228k | 856 | 266.36 |
| 2018-06-30 | $216k | 882 | 244.90 |