UnitedHealth shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $961k | 1.9k | 504.32 |
| 2023-06-30 | $1.2M | 2.6k | 480.70 |
| 2023-03-31 | $1.1M | 2.3k | 472.61 |
| 2022-12-31 | $1.3M | 2.4k | 530.18 |
| 2022-09-30 | $991k | 2.0k | 504.84 |
| 2022-06-30 | $997k | 1.9k | 513.65 |
| 2022-03-31 | $923k | 1.8k | 510.23 |
| 2021-12-31 | $1.3M | 2.6k | 502.10 |
| 2021-09-30 | $923k | 2.4k | 390.61 |
| 2021-06-30 | $943k | 2.4k | 400.59 |
| 2021-03-31 | $729k | 1.8k | 411.86 |
| 2020-12-31 | $506k | 1.4k | 350.90 |
| 2020-09-30 | $493k | 1.6k | 312.03 |
| 2020-06-30 | $226k | 765 | 295.42 |
| 2020-03-31 | $220k | 884 | 248.87 |
| 2019-12-31 | $260k | 884 | 294.12 |
| 2019-09-30 | $363k | 1.7k | 217.11 |
| 2019-06-30 | $338k | 1.4k | 243.69 |
| 2019-03-31 | $246k | 994 | 247.48 |
| 2018-12-31 | $248k | 994 | 249.50 |
| 2018-09-30 | $259k | 975 | 265.64 |
| 2017-03-31 | $1.0k | 7 | 142.86 |
| 2016-12-31 | $34k | 215 | 158.14 |
| 2016-09-30 | $36k | 260 | 138.46 |
| 2016-06-30 | $8.0k | 56 | 142.86 |
| 2016-03-31 | $11k | 87 | 126.44 |
| 2015-12-31 | $128k | 1.1k | 117.32 |
| 2015-09-30 | $12k | 103 | 116.50 |