UnitedHealth shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by TCI 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 1.7k | 584.68 |
| 2024-06-30 | $904k | 1.8k | 509.26 |
| 2024-03-31 | $902k | 1.8k | 494.70 |
| 2023-12-31 | $905k | 1.7k | 526.47 |
| 2023-09-30 | $885k | 1.8k | 504.19 |
| 2023-06-30 | $813k | 1.7k | 480.64 |
| 2023-03-31 | $842k | 1.8k | 472.59 |
| 2022-12-31 | $929k | 1.8k | 530.18 |
| 2022-09-30 | $861k | 1.7k | 504.99 |
| 2022-06-30 | $895k | 1.7k | 513.48 |
| 2022-03-31 | $852k | 1.7k | 509.57 |
| 2021-12-31 | $849k | 1.7k | 502.37 |
| 2021-09-30 | $613k | 1.6k | 390.69 |
| 2021-06-30 | $480k | 1.2k | 400.67 |
| 2021-03-31 | $435k | 1.2k | 372.11 |
| 2020-12-31 | $355k | 1.0k | 351.14 |
| 2020-09-30 | $285k | 913 | 312.16 |
| 2020-06-30 | $265k | 897 | 295.43 |
| 2020-03-31 | $236k | 946 | 249.47 |
| 2019-12-31 | $387k | 1.3k | 293.85 |
| 2019-09-30 | $272k | 1.3k | 217.60 |
| 2019-06-30 | $317k | 1.3k | 243.85 |
| 2019-03-31 | $350k | 1.4k | 247.18 |
| 2018-12-31 | $386k | 1.6k | 248.87 |
| 2018-09-30 | $423k | 1.6k | 265.87 |
| 2018-06-30 | $375k | 1.5k | 245.10 |
| 2018-03-31 | $357k | 1.7k | 214.29 |
| 2017-12-31 | $362k | 1.6k | 220.60 |
| 2017-09-30 | $321k | 1.6k | 195.61 |
| 2017-06-30 | $298k | 1.6k | 185.21 |
| 2017-03-31 | $260k | 1.6k | 163.93 |
| 2016-12-31 | $254k | 1.6k | 160.15 |
| 2016-09-30 | $199k | 1.4k | 140.24 |
| 2016-06-30 | $192k | 1.4k | 141.49 |
| 2016-03-31 | $175k | 1.4k | 128.96 |
| 2015-12-31 | $137k | 1.2k | 117.29 |
| 2015-09-30 | $30k | 257 | 116.73 |
| 2015-06-30 | $22k | 179 | 122.91 |
| 2015-03-31 | $21k | 179 | 117.32 |
| 2014-12-31 | $18k | 179 | 100.56 |
| 2014-09-30 | $15k | 179 | 83.80 |
| 2014-06-30 | $15k | 179 | 83.80 |
| 2014-03-31 | $15k | 179 | 83.80 |
| 2013-12-31 | $29k | 379 | 76.52 |
| 2013-09-30 | $13k | 179 | 72.63 |
| 2013-06-30 | $12k | 179 | 67.04 |
| 2013-03-31 | $22k | 379 | 58.05 |
| 2012-12-31 | $8.0k | 179 | 44.69 |