UnitedHealth shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.4M | 7.5k | 584.65 |
| 2024-06-30 | $3.9M | 7.7k | 509.27 |
| 2024-03-31 | $3.6M | 7.2k | 494.71 |
| 2023-12-31 | $3.5M | 6.7k | 526.48 |
| 2023-09-30 | $3.2M | 6.3k | 504.19 |
| 2023-06-30 | $2.8M | 5.9k | 480.64 |
| 2023-03-31 | $2.2M | 4.6k | 472.59 |
| 2022-12-31 | $1.6M | 3.0k | 530.18 |
| 2022-09-30 | $1.5M | 2.9k | 504.92 |
| 2022-06-30 | $2.1M | 4.1k | 513.49 |
| 2022-03-31 | $1.9M | 3.8k | 509.83 |
| 2021-12-31 | $1.0M | 2.1k | 502.16 |