UnitedHealth shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.5M | 7.1k | 494.69 |
| 2023-12-31 | $3.7M | 7.1k | 526.50 |
| 2023-09-30 | $3.6M | 7.1k | 504.16 |
| 2023-06-30 | $3.4M | 7.1k | 480.62 |
| 2023-03-31 | $3.3M | 7.1k | 472.59 |
| 2022-12-31 | $3.7M | 7.0k | 530.21 |
| 2022-09-30 | $3.6M | 7.0k | 505.04 |
| 2022-06-30 | $3.6M | 6.9k | 513.50 |
| 2022-03-31 | $3.5M | 6.9k | 509.93 |
| 2021-12-31 | $3.5M | 6.9k | 502.04 |
| 2021-09-30 | $2.7M | 6.9k | 390.73 |
| 2021-06-30 | $2.7M | 6.8k | 400.53 |
| 2021-03-31 | $2.5M | 6.7k | 371.96 |
| 2020-12-31 | $2.4M | 6.8k | 349.44 |
| 2020-09-30 | $2.1M | 6.6k | 311.86 |
| 2020-06-30 | $1.9M | 6.6k | 294.99 |
| 2020-03-31 | $207k | 6.0k | 34.40 |
| 2019-12-31 | $1.9M | 6.5k | 293.95 |
| 2019-09-30 | $1.4M | 6.7k | 217.31 |
| 2019-06-30 | $1.6M | 6.6k | 243.97 |
| 2019-03-31 | $1.6M | 6.6k | 247.28 |
| 2018-12-31 | $1.6M | 6.6k | 249.09 |
| 2018-09-30 | $1.7M | 6.6k | 266.08 |
| 2018-06-30 | $1.6M | 6.5k | 245.26 |
| 2018-03-31 | $1.4M | 6.5k | 213.93 |
| 2017-12-31 | $1.4M | 6.5k | 220.48 |
| 2017-09-30 | $1.3M | 6.5k | 195.89 |
| 2017-06-30 | $1.3M | 6.4k | 194.48 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners