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UnitedHealth shares owned by Northeast Financial Consultants

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Northeast Financial Consultants from 13F filings

Historical chart of Northeast Financial Consultants investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Northeast Financial Consultants

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 10k 526.48
2023-09-30 $5.2M 10k 504.21
2023-06-30 $5.0M 10k 480.64
2023-03-31 $4.6M 9.8k 472.57
2022-12-31 $5.6M 11k 530.19
2022-09-30 $4.7M 9.3k 505.04
2022-06-30 $4.5M 8.7k 513.65
2022-03-31 $4.5M 8.8k 509.93
2021-12-31 $4.4M 8.8k 501.93
2021-09-30 $2.4M 6.2k 390.69
2021-06-30 $2.5M 6.2k 400.45
2021-03-31 $2.3M 6.2k 372.15
2020-12-31 $1.6M 4.6k 350.57
2020-09-30 $2.5M 7.9k 311.83
2020-06-30 $2.3M 7.8k 294.96
2020-03-31 $1.1M 4.5k 249.45
2019-12-31 $1.3M 4.5k 293.94
2019-09-30 $1.1M 5.3k 217.35
2019-06-30 $1.3M 5.2k 244.08
2019-03-31 $1.2M 5.0k 247.31
2018-06-30 $929k 3.8k 245.18
2018-03-31 $810k 3.8k 213.78
2017-12-31 $1.2M 5.6k 220.42
2017-09-30 $1.1M 5.5k 195.79
2017-06-30 $1.0M 5.5k 185.36
2017-03-31 $896k 5.5k 163.95
2016-12-31 $875k 5.5k 160.11
2016-09-30 $765k 5.5k 139.98
2016-06-30 $729k 5.2k 141.17
2016-03-31 $1.3M 9.8k 128.88
2015-12-31 $1.2M 9.8k 117.68
2015-09-30 $1.1M 9.8k 116.05
2015-06-30 $1.2M 9.8k 121.96
2015-03-31 $1.2M 9.8k 118.29
2014-12-31 $992k 9.8k 101.07
2014-09-30 $847k 9.8k 86.30
2014-06-30 $802k 9.8k 81.71
2014-03-31 $805k 9.8k 82.02