UnitedHealth shares owned by Tcfg Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tcfg Wealth Management
from 13F filings
Historical chart of Tcfg Wealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tcfg Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Tcfg Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $77k | 17k | 4.56 |
| 2025-06-30 | $206k | 661 | 312.05 |
| 2025-03-31 | $344k | 656 | 523.66 |
| 2024-12-31 | $333k | 659 | 505.65 |
| 2024-09-30 | $385k | 659 | 584.83 |