UnitedHealth shares owned by Sowell Financial Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.6M | 11k | 505.85 |
| 2024-09-30 | $6.4M | 11k | 584.69 |
| 2024-06-30 | $5.8M | 11k | 509.31 |
| 2024-03-31 | $6.4M | 13k | 494.67 |
| 2023-12-31 | $7.1M | 13k | 526.47 |
| 2023-09-30 | $6.2M | 12k | 504.19 |
| 2023-06-30 | $7.2M | 15k | 480.65 |
| 2023-03-31 | $4.1M | 8.8k | 472.64 |
| 2022-12-31 | $7.0M | 13k | 530.13 |
| 2022-09-30 | $7.0M | 14k | 505.05 |
| 2022-06-30 | $8.3M | 16k | 513.65 |
| 2021-12-31 | $7.0M | 14k | 502.10 |
| 2021-09-30 | $5.1M | 13k | 390.73 |
| 2021-06-30 | $5.1M | 13k | 400.45 |
| 2021-03-31 | $6.5M | 16k | 414.93 |
| 2020-12-31 | $5.5M | 16k | 350.69 |
| 2020-09-30 | $4.5M | 15k | 311.76 |
| 2020-06-30 | $4.2M | 14k | 294.94 |
| 2020-03-31 | $5.2M | 21k | 249.38 |
| 2019-12-31 | $5.6M | 19k | 293.97 |
| 2019-09-30 | $3.4M | 16k | 217.33 |
| 2019-03-31 | $2.5M | 10k | 247.28 |
| 2018-12-31 | $2.4M | 9.7k | 249.13 |
| 2018-09-30 | $2.8M | 10k | 266.04 |
| 2018-06-30 | $2.4M | 9.2k | 260.86 |
| 2018-03-31 | $2.2M | 9.5k | 233.41 |
| 2017-12-31 | $2.5M | 10k | 243.21 |
| 2017-09-30 | $1.5M | 7.1k | 209.54 |
| 2017-06-30 | $1.0M | 5.4k | 194.90 |
| 2017-03-31 | $716k | 4.1k | 175.66 |
| 2016-12-31 | $236k | 1.4k | 162.98 |