UnitedHealth shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Sound View Wealth Advisors Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.5M | 5.0k | 505.86 |
| 2024-09-30 | $4.3M | 7.3k | 584.68 |
| 2024-06-30 | $3.2M | 6.3k | 509.25 |
| 2024-03-31 | $3.1M | 6.2k | 494.72 |
| 2023-12-31 | $3.3M | 6.2k | 526.46 |
| 2023-09-30 | $3.2M | 6.4k | 504.16 |
| 2023-06-30 | $3.1M | 6.5k | 480.62 |
| 2023-03-31 | $3.1M | 6.5k | 472.57 |
| 2022-12-31 | $2.2M | 4.1k | 530.16 |
| 2022-09-30 | $2.1M | 4.1k | 504.98 |
| 2022-06-30 | $2.2M | 4.3k | 513.77 |
| 2022-03-31 | $2.2M | 4.4k | 510.12 |
| 2021-12-31 | $2.0M | 4.0k | 502.14 |
| 2021-09-30 | $1.6M | 4.0k | 390.79 |
| 2021-06-30 | $1.5M | 3.8k | 400.52 |
| 2021-03-31 | $1.5M | 4.2k | 372.14 |
| 2020-12-31 | $1.4M | 3.9k | 350.66 |
| 2020-09-30 | $1.2M | 3.8k | 311.77 |
| 2020-06-30 | $1.1M | 3.7k | 294.94 |
| 2020-03-31 | $851k | 3.4k | 249.49 |
| 2019-12-31 | $992k | 3.4k | 294.01 |
| 2019-09-30 | $742k | 3.4k | 217.40 |
| 2019-06-30 | $874k | 3.6k | 244.00 |
More positions owned by Sound View Wealth Advisors Group
View all positions for Sound View Wealth Advisors Group