UnitedHealth shares owned by PBMares Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by PBMares Wealth Management
from 13F filings
Historical chart of PBMares Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by PBMares Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $949k | 1.9k | 505.91 |
| 2024-09-30 | $1.1M | 1.9k | 584.73 |
| 2024-06-30 | $961k | 1.9k | 509.22 |
| 2024-03-31 | $896k | 1.8k | 494.66 |
| 2023-12-31 | $1.1M | 2.2k | 526.43 |
| 2023-09-30 | $1.0M | 2.1k | 504.19 |
| 2023-06-30 | $1.0M | 2.2k | 480.61 |
| 2023-03-31 | $1.0M | 2.2k | 472.56 |
| 2022-12-31 | $1.1M | 2.2k | 530.14 |
| 2022-09-30 | $1.3M | 2.6k | 504.93 |
| 2022-06-30 | $1.2M | 2.4k | 513.56 |
| 2022-03-31 | $1.2M | 2.4k | 510.04 |
| 2021-12-31 | $1.2M | 2.4k | 502.09 |
| 2021-09-30 | $934k | 2.4k | 390.80 |
| 2021-06-30 | $969k | 2.4k | 400.41 |
| 2021-03-31 | $900k | 2.4k | 371.90 |
| 2020-12-31 | $709k | 2.0k | 350.64 |
| 2020-09-30 | $563k | 1.8k | 311.74 |
| 2020-06-30 | $533k | 1.8k | 295.29 |
| 2020-03-31 | $450k | 1.8k | 249.31 |
| 2019-12-31 | $545k | 1.9k | 293.80 |