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UnitedHealth shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2023-12-31 $579k 1.1k 526.64
2023-09-30 $555k 1.1k 504.36
2023-06-30 $529k 1.1k 480.80
2023-03-31 $521k 1.1k 472.74
2022-12-31 $584k 1.1k 530.34
2022-09-30 $556k 1.1k 505.00
2022-06-30 $575k 1.1k 513.85
2022-03-31 $546k 1.1k 509.80
2021-12-31 $509k 1.0k 502.47
2021-09-30 $396k 1.0k 390.92
2021-06-30 $405k 1.0k 400.99
2021-03-31 $375k 1.0k 372.02
2020-12-31 $352k 1.0k 350.25
2020-09-30 $301k 965 311.92
2020-06-30 $283k 958 295.41
2020-03-31 $239k 958 249.48
2019-12-31 $232k 788 294.42