UnitedHealth shares owned by Simplicity Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Simplicity Wealth
from 13F filings
Historical chart of Simplicity Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.7M | 6.4k | 584.64 |
| 2024-06-30 | $22M | 44k | 509.27 |
| 2024-03-31 | $16M | 32k | 494.69 |
| 2023-12-31 | $1.0M | 1.9k | 526.60 |
| 2022-12-31 | $213k | 401 | 530.19 |