UnitedHealth shares owned by Roth Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Roth Financial Partners
from 13F filings
Historical chart of Roth Financial Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Roth Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $220k | 435 | 505.86 |
| 2024-09-30 | $222k | 435 | 509.26 |
| 2024-06-30 | $222k | 435 | 509.26 |
| 2024-03-31 | $229k | 462 | 494.70 |
| 2023-12-31 | $243k | 462 | 526.47 |
| 2023-09-30 | $168k | 333 | 504.19 |
| 2023-06-30 | $160k | 333 | 480.64 |
| 2023-03-31 | $171k | 361 | 472.59 |
| 2022-12-31 | $223k | 421 | 529.69 |
| 2022-09-30 | $256k | 507 | 504.93 |
| 2022-06-30 | $260k | 507 | 512.82 |
| 2022-03-31 | $411k | 806 | 509.93 |
| 2021-12-31 | $147k | 292 | 503.42 |
| 2021-09-30 | $114k | 292 | 390.41 |
| 2021-06-30 | $117k | 292 | 400.68 |
| 2021-03-31 | $109k | 292 | 373.29 |
| 2020-12-31 | $102k | 292 | 349.32 |