UnitedHealth shares owned by Partners in Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Partners in Financial Planning
from 13F filings
Historical chart of Partners in Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Partners in Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $221k | 421 | 523.75 |
| 2024-09-30 | $246k | 421 | 584.68 |
| 2024-06-30 | $214k | 421 | 509.26 |
| 2024-03-31 | $208k | 421 | 494.70 |
| 2023-12-31 | $211k | 400 | 526.47 |
| 2023-09-30 | $202k | 400 | 504.19 |
| 2022-12-31 | $208k | 400 | 518.64 |
| 2022-09-30 | $217k | 410 | 530.00 |
| 2022-06-30 | $215k | 410 | 524.34 |
| 2022-03-31 | $214k | 410 | 520.94 |
More positions owned by Partners in Financial Planning
View all positions for Partners in Financial Planning