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UnitedHealth shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $710k 1.3k 526.47
2023-09-30 $553k 1.1k 504.19
2023-06-30 $571k 1.2k 480.64
2023-03-31 $811k 1.7k 472.59
2022-12-31 $1.4M 2.6k 530.18
2022-09-30 $1.2M 2.4k 505.06
2022-06-30 $790k 1.5k 513.65
2022-03-31 $735k 1.4k 510.42
2021-12-31 $434k 864 502.31