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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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All positions including UnitedHealth held by Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
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