UnitedHealth shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 3.7k | 345.32 |
| 2025-06-30 | $1.7M | 5.3k | 311.96 |
| 2025-03-31 | $2.0M | 3.7k | 523.71 |
| 2024-12-31 | $1.8M | 3.5k | 505.91 |
| 2024-09-30 | $2.0M | 3.4k | 584.75 |
| 2024-06-30 | $1.8M | 3.5k | 509.30 |
| 2024-03-31 | $1.6M | 3.2k | 494.74 |
| 2023-12-31 | $1.1M | 2.2k | 526.49 |
| 2023-09-30 | $1.1M | 2.2k | 504.28 |
| 2023-06-30 | $1.1M | 2.2k | 480.68 |
| 2023-03-31 | $979k | 2.1k | 472.52 |
| 2022-12-31 | $984k | 1.9k | 530.31 |
| 2022-09-30 | $1.0M | 2.0k | 504.97 |
| 2022-06-30 | $1.1M | 2.0k | 513.43 |
| 2022-03-31 | $1.1M | 2.1k | 510.12 |
| 2021-12-31 | $1.0M | 2.1k | 502.18 |
| 2021-09-30 | $983k | 2.5k | 390.85 |
| 2021-06-30 | $900k | 2.2k | 400.53 |
| 2021-03-31 | $773k | 2.1k | 371.99 |
| 2020-12-31 | $618k | 1.8k | 350.94 |
| 2020-09-30 | $357k | 1.1k | 311.25 |
| 2020-06-30 | $312k | 1.1k | 294.90 |
| 2020-03-31 | $230k | 921 | 249.73 |
| 2019-12-31 | $176k | 598 | 294.31 |
| 2019-09-30 | $100k | 460 | 217.39 |
| 2019-06-30 | $87k | 356 | 244.38 |
| 2019-03-31 | $47k | 189 | 248.68 |
| 2018-12-31 | $7.0k | 28 | 250.00 |
| 2018-03-31 | $191k | 877 | 217.79 |
| 2017-12-31 | $194k | 858 | 226.11 |
| 2017-09-30 | $168k | 857 | 196.03 |
| 2017-06-30 | $160k | 857 | 186.70 |
| 2017-03-31 | $106k | 638 | 166.14 |
| 2016-12-31 | $6.0k | 35 | 171.43 |
More positions owned by Patriot Financial Group Insurance Agency
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