UnitedHealth shares owned by Sutton Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sutton Wealth Advisors
from 13F filings
Historical chart of Sutton Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Sutton Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Sutton Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $624k | 1.2k | 504.20 |
| 2023-06-30 | $578k | 1.2k | 480.64 |
| 2023-03-31 | $565k | 1.2k | 472.59 |
| 2022-12-31 | $1.3M | 2.4k | 530.19 |
| 2022-09-30 | $1.2M | 2.5k | 505.05 |
| 2022-06-30 | $1.3M | 2.6k | 513.64 |
| 2022-03-31 | $1.3M | 2.6k | 509.98 |
| 2021-12-31 | $1.2M | 2.5k | 502.15 |
| 2021-09-30 | $969k | 2.5k | 390.74 |
| 2021-06-30 | $991k | 2.5k | 400.44 |
| 2021-03-31 | $910k | 2.4k | 372.07 |
| 2020-12-31 | $849k | 2.4k | 350.68 |
| 2020-09-30 | $739k | 2.4k | 311.77 |
| 2020-06-30 | $704k | 2.4k | 294.95 |
| 2020-03-31 | $562k | 2.3k | 249.38 |
| 2019-12-31 | $622k | 2.1k | 293.98 |
| 2019-09-30 | $461k | 2.1k | 217.32 |
| 2019-06-30 | $518k | 2.1k | 244.01 |
| 2019-03-31 | $524k | 2.1k | 247.26 |
| 2018-12-31 | $525k | 2.1k | 249.12 |
| 2018-09-30 | $537k | 2.0k | 266.04 |
| 2018-06-30 | $495k | 2.0k | 245.34 |
| 2018-03-31 | $432k | 2.0k | 214.00 |
| 2017-12-31 | $445k | 2.0k | 220.46 |
| 2017-09-30 | $421k | 2.1k | 195.85 |
| 2017-06-30 | $398k | 2.1k | 185.42 |
| 2017-03-31 | $369k | 2.3k | 164.01 |
| 2016-12-31 | $338k | 2.1k | 160.04 |
| 2016-09-30 | $297k | 2.1k | 140.00 |
| 2016-06-30 | $300k | 2.1k | 141.20 |
| 2016-03-31 | $274k | 2.1k | 128.90 |