UnitedHealth shares owned by Stonebridge Financial Planning Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Stonebridge Financial Planning Group
from 13F filings
Historical chart of Stonebridge Financial Planning Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Stonebridge Financial Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $719k | 1.4k | 526.47 |
| 2023-09-30 | $690k | 1.4k | 504.19 |
| 2023-06-30 | $676k | 1.4k | 480.64 |
| 2023-03-31 | $671k | 1.4k | 472.53 |
| 2022-12-31 | $594k | 1.1k | 530.18 |
| 2022-09-30 | $516k | 1.0k | 505.39 |
| 2022-06-30 | $465k | 906 | 513.25 |
| 2022-03-31 | $503k | 986 | 510.14 |
| 2021-12-31 | $460k | 987 | 466.06 |
| 2021-09-30 | $351k | 767 | 457.63 |
| 2021-06-30 | $329k | 792 | 415.40 |
| 2021-03-31 | $285k | 757 | 376.49 |
| 2020-12-31 | $265k | 757 | 350.07 |
| 2020-09-30 | $250k | 757 | 330.25 |
| 2020-06-30 | $238k | 797 | 298.62 |
| 2020-03-31 | $193k | 722 | 267.31 |
| 2019-12-31 | $212k | 722 | 293.63 |
More positions owned by Stonebridge Financial Planning Group
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