UnitedHealth shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Polaris Wealth Advisers
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $14M | 29k | 504.20 |
2023-06-30 | $14M | 29k | 480.64 |
2023-03-31 | $12M | 26k | 472.60 |
2022-12-31 | $14M | 28k | 493.40 |
2022-09-30 | $9.5M | 19k | 498.89 |
2022-06-30 | $9.8M | 19k | 513.60 |
2022-03-31 | $1.1M | 2.0k | 536.82 |
2021-03-31 | $798k | 2.1k | 376.42 |
2020-12-31 | $626k | 1.7k | 363.53 |
2019-09-30 | $2.7M | 13k | 216.72 |
2019-06-30 | $2.4M | 10k | 242.65 |
2019-03-31 | $18M | 72k | 245.55 |
2018-09-30 | $120k | 451 | 266.08 |
2018-03-31 | $21k | 100 | 210.00 |