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UnitedHealth shares owned by Monticello Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Monticello Wealth Management from 13F filings

Historical chart of Monticello Wealth Management investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $355k 675 526.53
2023-09-30 $359k 712 504.23
2023-03-31 $213k 401 530.20
2022-12-31 $213k 401 530.20
2022-09-30 $201k 397 506.30
2022-06-30 $204k 397 513.85
2022-03-31 $251k 493 509.13
2021-12-31 $248k 493 503.04