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UnitedHealth shares owned by Pinnacle Wealth Management Advisory

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Pinnacle Wealth Management Advisory from 13F filings

Historical chart of Pinnacle Wealth Management Advisory investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Pinnacle Wealth Management Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Pinnacle Wealth Management Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.8M 7.7k 494.70
2023-12-31 $4.1M 7.8k 526.49
2023-09-30 $3.9M 7.8k 504.21
2023-06-30 $3.8M 7.9k 480.63
2023-03-31 $3.8M 8.0k 472.60
2022-12-31 $4.3M 8.0k 530.18
2022-09-30 $3.9M 7.8k 505.06
2022-06-30 $4.0M 7.7k 513.62
2022-03-31 $3.7M 7.3k 509.98
2021-12-31 $3.2M 6.3k 502.22
2021-09-30 $2.5M 6.5k 390.80
2021-06-30 $2.6M 6.5k 400.49
2021-03-31 $2.5M 6.7k 372.00
2020-12-31 $2.4M 6.9k 350.61
2020-09-30 $2.2M 7.1k 311.78
2020-06-30 $2.0M 6.9k 294.95
2020-03-31 $1.7M 7.0k 249.36
2019-12-31 $1.7M 5.9k 294.00
2019-09-30 $1.3M 5.9k 217.35
2019-06-30 $1.4M 5.6k 244.08
2019-03-31 $1.4M 5.5k 247.18
2018-12-31 $1.3M 5.2k 249.08
2018-09-30 $1.4M 5.4k 266.12
2018-06-30 $1.4M 5.8k 245.35
2018-03-31 $1.3M 5.9k 213.93
2017-12-31 $1.3M 5.9k 220.54
2017-09-30 $1.2M 5.9k 195.77
2017-06-30 $1.1M 5.8k 185.46
2017-03-31 $936k 5.7k 163.92
2016-12-31 $984k 6.2k 160.00
2016-09-30 $861k 6.2k 140.00
2016-06-30 $873k 6.2k 141.26
2016-03-31 $806k 6.3k 128.86
2015-12-31 $735k 6.2k 117.69
2015-09-30 $723k 6.2k 115.96
2015-06-30 $798k 6.5k 122.02
2015-03-31 $652k 5.5k 118.22