UnitedHealth shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 7.0k | 584.61 |
| 2024-06-30 | $4.0M | 7.8k | 509.27 |
| 2024-03-31 | $3.5M | 7.0k | 494.64 |
| 2023-12-31 | $3.4M | 6.5k | 526.43 |
| 2023-09-30 | $3.1M | 6.1k | 504.17 |
| 2023-06-30 | $2.9M | 6.1k | 480.63 |
| 2023-03-31 | $3.3M | 7.1k | 472.54 |
| 2022-12-31 | $3.3M | 6.2k | 530.23 |
| 2022-09-30 | $2.7M | 5.4k | 505.07 |
| 2022-06-30 | $2.5M | 4.8k | 513.60 |
| 2022-03-31 | $1.8M | 3.6k | 502.22 |
| 2021-12-31 | $1.8M | 3.6k | 502.22 |
| 2021-09-30 | $1.2M | 3.1k | 390.87 |