UnitedHealth shares owned by Traphagen Investment Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Traphagen Investment Advisors
from 13F filings
Historical chart of Traphagen Investment Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Traphagen Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $593k | 1.2k | 505.80 |
| 2024-09-30 | $588k | 1.0k | 584.79 |
| 2024-06-30 | $508k | 998 | 509.10 |
| 2023-12-31 | $553k | 1.1k | 526.34 |
| 2023-09-30 | $432k | 857 | 504.21 |
| 2023-06-30 | $422k | 878 | 480.67 |
| 2023-03-31 | $410k | 867 | 472.59 |
| 2022-12-31 | $416k | 784 | 530.10 |
| 2022-09-30 | $384k | 760 | 505.11 |
| 2022-06-30 | $404k | 787 | 513.87 |
| 2022-03-31 | $368k | 721 | 509.68 |
| 2021-12-31 | $332k | 662 | 502.08 |
More positions owned by Traphagen Investment Advisors
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