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UnitedHealth shares owned by Provence Wealth Management Group

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

Historical chart of Provence Wealth Management Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Provence Wealth Management Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 2.5k 526.47
2023-09-30 $935k 1.9k 504.19
2023-06-30 $743k 1.5k 480.64
2023-03-31 $732k 1.5k 472.59
2022-12-31 $640k 1.2k 530.18