UnitedHealth shares owned by Monte Financial Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monte Financial Group
from 13F filings
Historical chart of Monte Financial Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 4.4k | 584.69 |
| 2024-06-30 | $2.5M | 4.9k | 509.24 |
| 2024-03-31 | $2.4M | 4.8k | 494.65 |
| 2023-12-31 | $2.5M | 4.7k | 526.51 |
| 2023-09-30 | $2.4M | 4.8k | 504.20 |
| 2023-06-30 | $2.3M | 4.8k | 480.60 |
| 2023-03-31 | $2.2M | 4.7k | 472.63 |
| 2022-12-31 | $758k | 1.4k | 530.09 |
| 2022-09-30 | $726k | 1.4k | 504.87 |
| 2022-06-30 | $835k | 1.6k | 513.85 |
| 2022-03-31 | $823k | 1.6k | 510.23 |
| 2021-12-31 | $1.2M | 2.4k | 502.06 |
| 2021-09-30 | $987k | 2.5k | 390.74 |
| 2021-06-30 | $1.0M | 2.5k | 400.56 |
| 2021-03-31 | $943k | 2.5k | 371.99 |
| 2020-12-31 | $901k | 2.6k | 350.72 |
| 2020-09-30 | $807k | 2.6k | 311.94 |
| 2020-06-30 | $775k | 2.6k | 294.79 |
| 2020-03-31 | $656k | 2.6k | 249.33 |
| 2019-12-31 | $862k | 2.9k | 294.10 |
| 2019-09-30 | $605k | 2.8k | 217.39 |
| 2019-06-30 | $592k | 2.4k | 244.12 |
| 2019-03-31 | $580k | 2.3k | 247.12 |
| 2018-12-31 | $416k | 1.7k | 249.10 |
| 2018-09-30 | $428k | 1.6k | 266.17 |
| 2018-06-30 | $375k | 1.5k | 245.58 |
| 2018-03-31 | $305k | 1.4k | 213.88 |