UnitedHealth shares owned by Source Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $664k | 1.1k | 584.68 |
| 2024-06-30 | $642k | 1.3k | 509.26 |
| 2024-03-31 | $618k | 1.3k | 494.70 |
| 2023-12-31 | $779k | 1.5k | 526.47 |
| 2023-09-30 | $749k | 1.5k | 504.19 |
| 2023-06-30 | $692k | 1.4k | 480.64 |
| 2023-03-31 | $644k | 1.4k | 472.42 |
| 2022-12-31 | $874k | 1.6k | 530.18 |
| 2022-09-30 | $854k | 1.7k | 505.05 |
| 2022-06-30 | $855k | 1.7k | 515.50 |
| 2022-03-31 | $826k | 1.6k | 510.82 |
| 2021-12-31 | $835k | 1.7k | 502.44 |
| 2021-09-30 | $719k | 1.8k | 390.93 |
| 2021-06-30 | $732k | 1.8k | 401.75 |
| 2021-03-31 | $641k | 1.7k | 370.54 |
| 2020-12-31 | $550k | 1.6k | 350.99 |