UnitedHealth shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by ROI Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.6M | 5.2k | 509.25 |
| 2024-03-31 | $2.7M | 5.4k | 494.67 |
More positions owned by ROI Financial Advisors
Home Depot (HD)
View all positions for ROI Financial Advisors