UnitedHealth shares owned by LJI Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $952k | 2.9k | 330.11 |
| 2025-09-30 | $955k | 2.8k | 345.36 |
| 2025-06-30 | $647k | 2.1k | 311.97 |
| 2025-03-31 | $385k | 735 | 523.74 |
| 2024-12-31 | $232k | 458 | 505.86 |