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UnitedHealth shares owned by Planning Center

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Planning Center from 13F filings

Historical chart of Planning Center investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Planning Center consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Planning Center

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 2.9k 494.71
2023-12-31 $1.5M 2.9k 526.47
2023-09-30 $1.5M 2.9k 504.18
2023-06-30 $1.4M 2.9k 480.63
2023-03-31 $1.5M 2.9k 526.21
2022-12-31 $1.6M 2.9k 530.15
2022-09-30 $1.1M 2.2k 499.55
2022-06-30 $1.2M 2.3k 515.06
2022-03-31 $1.0M 2.0k 509.75
2021-12-31 $959k 2.0k 479.74