UnitedHealth shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 2.5k | 584.85 |
| 2024-06-30 | $1.4M | 2.7k | 509.31 |
| 2024-03-31 | $1.1M | 2.2k | 494.64 |
| 2023-12-31 | $1.2M | 2.3k | 526.52 |
| 2023-09-30 | $1.1M | 2.3k | 504.07 |
| 2023-06-30 | $1.1M | 2.3k | 480.82 |
| 2023-03-31 | $1.0M | 2.2k | 472.65 |
| 2022-12-31 | $1.2M | 2.2k | 530.08 |
| 2022-09-30 | $1.1M | 2.2k | 505.06 |
| 2022-06-30 | $1.1M | 2.2k | 509.73 |
| 2022-03-31 | $1.1M | 2.2k | 509.73 |
| 2021-12-31 | $1.1M | 2.1k | 501.91 |
| 2021-09-30 | $849k | 2.2k | 390.70 |
| 2021-06-30 | $867k | 2.2k | 400.28 |
| 2021-03-31 | $769k | 2.1k | 372.04 |
| 2020-12-31 | $761k | 2.2k | 350.37 |
More positions owned by Safeguard Investment Advisory Group
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