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UnitedHealth shares owned by Thomas J. Herzfeld Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Thomas J. Herzfeld Advisors from 13F filings

Historical chart of Thomas J. Herzfeld Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Thomas J. Herzfeld Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Thomas J. Herzfeld Advisors

Quarter filed Position value Share count Share price at filing
2023-03-31 $103k 195 530.18
2022-12-31 $103k 195 530.18
2022-09-30 $114k 225 506.67
2022-06-30 $116k 225 515.56
2022-03-31 $115k 225 511.11
2021-12-31 $113k 225 502.22
2021-09-30 $88k 225 391.11
2021-06-30 $90k 225 400.00
2021-03-31 $84k 225 373.33
2020-12-31 $79k 225 351.11
2020-09-30 $69k 225 306.67
2020-06-30 $68k 225 302.22
2020-03-31 $65k 261 249.04
2019-12-31 $78k 265 294.34
2019-09-30 $56k 257 217.90
2019-06-30 $63k 257 245.14
2019-03-31 $11k 43 255.81
2018-12-31 $11k 43 255.81
2018-09-30 $11k 43 255.81
2018-06-30 $11k 43 255.81
2018-03-31 $9.0k 43 209.30
2017-12-31 $11k 50 220.00
2017-09-30 $146k 747 195.45
2017-06-30 $138k 745 185.23
2017-03-31 $153k 935 163.64
2016-12-31 $111k 694 159.94
2016-09-30 $97k 692 140.17
2016-06-30 $97k 689 140.78