UnitedHealth shares owned by Southern Capital Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Southern Capital Advisors
from 13F filings
Historical chart of Southern Capital Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Southern Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Southern Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $218k | 440 | 494.81 |
| 2023-12-31 | $224k | 426 | 526.51 |
| 2023-09-30 | $387k | 768 | 504.20 |
| 2022-12-31 | $216k | 408 | 530.18 |
| 2022-09-30 | $202k | 400 | 505.00 |
| 2022-06-30 | $205k | 400 | 512.50 |
| 2022-03-31 | $208k | 408 | 509.80 |
| 2021-12-31 | $205k | 408 | 502.45 |