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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Traphagen Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Traphagen Investment Advisors

Quarter filed Position value Share count Share price at filing
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