UnitedHealth shares owned by Lockerman Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lockerman Financial Group
from 13F filings
Historical chart of Lockerman Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lockerman Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $576k | 1.1k | 505.86 |
| 2024-09-30 | $642k | 1.1k | 584.68 |
| 2024-06-30 | $469k | 921 | 509.26 |
| 2024-03-31 | $458k | 926 | 494.70 |
| 2023-12-31 | $487k | 925 | 526.47 |
| 2023-09-30 | $452k | 896 | 504.19 |
| 2023-06-30 | $422k | 878 | 480.64 |
| 2023-03-31 | $441k | 934 | 472.59 |
| 2022-12-31 | $509k | 960 | 530.18 |
| 2022-09-30 | $310k | 613 | 505.71 |
| 2022-06-30 | $289k | 562 | 514.23 |
| 2022-03-31 | $263k | 517 | 508.70 |
| 2021-12-31 | $280k | 556 | 503.60 |