UnitedHealth shares owned by Synergy Financial Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $16M | 32k | 494.70 |
2023-12-31 | $1.7M | 3.3k | 526.47 |
2023-09-30 | $8.6M | 17k | 504.19 |
2023-06-30 | $7.3M | 15k | 480.64 |
2023-03-31 | $444k | 939 | 472.59 |
2022-12-31 | $524k | 988 | 530.18 |
2022-09-30 | $437k | 864 | 505.55 |
2022-06-30 | $7.5M | 15k | 513.65 |
2022-03-31 | $572k | 1.1k | 510.30 |
2021-12-31 | $660k | 1.3k | 502.05 |
2021-09-30 | $6.2M | 16k | 390.74 |
2021-06-30 | $8.4M | 21k | 400.42 |
2021-03-31 | $6.5M | 18k | 372.05 |
More positions owned by Synergy Financial Management
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