UnitedHealth shares owned by PFG Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by PFG Financial Advisors
from 13F filings
Historical chart of PFG Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by PFG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $251k | 479 | 523.63 |
| 2024-12-31 | $274k | 541 | 506.09 |
| 2024-09-30 | $283k | 483 | 584.84 |
| 2024-06-30 | $1.0M | 2.0k | 509.18 |
| 2024-03-31 | $897k | 1.8k | 494.57 |
| 2023-12-31 | $252k | 479 | 526.78 |
| 2023-09-30 | $977k | 1.9k | 504.08 |
| 2023-06-30 | $252k | 524 | 480.98 |
| 2023-03-31 | $238k | 504 | 472.24 |
| 2022-12-31 | $310k | 585 | 530.36 |
| 2022-09-30 | $427k | 845 | 505.33 |
| 2022-06-30 | $439k | 854 | 514.05 |
| 2022-03-31 | $327k | 641 | 510.14 |
| 2021-12-31 | $301k | 698 | 431.23 |
| 2021-03-31 | $575k | 1.5k | 372.17 |
| 2020-12-31 | $509k | 1.5k | 351.03 |
| 2020-09-30 | $386k | 1.2k | 311.79 |
| 2020-06-30 | $298k | 1.0k | 294.47 |
| 2020-03-31 | $216k | 864 | 250.00 |
| 2019-12-31 | $420k | 1.4k | 293.71 |
| 2019-09-30 | $332k | 1.5k | 217.42 |
| 2019-06-30 | $371k | 1.5k | 243.76 |
| 2019-03-31 | $328k | 1.3k | 246.99 |
| 2018-12-31 | $322k | 1.3k | 248.84 |
| 2018-09-30 | $355k | 1.3k | 265.92 |
| 2018-06-30 | $314k | 1.3k | 244.93 |
| 2018-03-31 | $279k | 1.3k | 214.29 |
| 2016-06-30 | $202k | 1.4k | 141.36 |