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UnitedHealth shares owned by Sage Private Wealth Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sage Private Wealth Group from 13F filings

Historical chart of Sage Private Wealth Group investment in UnitedHealth

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All positions including UnitedHealth held by Sage Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Sage Private Wealth Group

Quarter filed Position value Share count Share price at filing
2022-09-30 $52k 103 504.85
2022-06-30 $53k 103 514.56
2022-03-31 $53k 103 514.56
2021-12-31 $51k 103 495.15
2021-09-30 $40k 103 388.35
2021-06-30 $41k 103 398.06
2021-03-31 $38k 103 368.93
2020-12-31 $36k 103 349.51