UnitedHealth shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $891k | 1.7k | 523.81 |
| 2024-12-31 | $836k | 1.7k | 505.86 |
| 2024-09-30 | $2.5M | 4.3k | 584.68 |
| 2024-06-30 | $249k | 488 | 509.26 |
| 2021-09-30 | $53k | 136 | 389.71 |
| 2021-06-30 | $56k | 136 | 411.76 |
| 2021-03-31 | $48k | 131 | 366.41 |
| 2020-12-31 | $43k | 122 | 352.46 |