UnitedHealth shares owned by PFG Private Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by PFG Private Wealth Management
from 13F filings
Historical chart of PFG Private Wealth Management investment in UnitedHealth
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All positions including UnitedHealth held by PFG Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by PFG Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $326k | 945 | 345.23 |
| 2025-03-31 | $14k | 27 | 523.74 |
| 2024-12-31 | $4.6k | 9 | 505.89 |
| 2024-09-30 | $6.4k | 11 | 584.64 |
| 2024-06-30 | $5.6k | 11 | 509.27 |
| 2024-03-31 | $45k | 91 | 494.70 |
| 2023-12-31 | $48k | 91 | 526.47 |
| 2023-09-30 | $46k | 91 | 504.19 |
| 2023-06-30 | $44k | 91 | 480.64 |
| 2023-03-31 | $43k | 91 | 472.59 |
| 2022-12-31 | $50k | 94 | 531.91 |
| 2022-09-30 | $49k | 98 | 500.00 |
| 2022-06-30 | $47k | 91 | 516.48 |
| 2022-03-31 | $58k | 114 | 508.77 |
| 2021-12-31 | $437k | 871 | 501.72 |
| 2021-09-30 | $354k | 906 | 390.73 |
| 2021-06-30 | $353k | 882 | 400.23 |
| 2021-03-31 | $282k | 758 | 372.03 |
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