UnitedHealth shares owned by TrinityPoint Wealth
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by TrinityPoint Wealth
from 13F filings
Historical chart of TrinityPoint Wealth investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.4M | 4.7k | 505.91 |
| 2024-09-30 | $2.8M | 4.8k | 584.70 |
| 2024-06-30 | $2.5M | 4.8k | 509.25 |
| 2024-03-31 | $4.7M | 9.5k | 494.70 |
| 2023-12-31 | $7.8M | 15k | 526.47 |
| 2023-09-30 | $3.7M | 7.3k | 504.20 |
| 2023-06-30 | $3.0M | 6.2k | 480.64 |
| 2023-03-31 | $3.0M | 6.4k | 472.58 |
| 2022-12-31 | $3.1M | 5.9k | 530.16 |
| 2022-09-30 | $3.1M | 6.1k | 505.03 |
| 2022-06-30 | $3.2M | 6.2k | 513.66 |
| 2022-03-31 | $3.4M | 6.7k | 509.94 |
| 2021-12-31 | $3.9M | 7.7k | 502.20 |
| 2021-09-30 | $3.0M | 7.7k | 390.72 |
| 2021-06-30 | $3.1M | 7.8k | 400.49 |
| 2021-03-31 | $3.1M | 8.2k | 372.04 |
| 2020-12-31 | $2.7M | 7.8k | 343.13 |
| 2020-09-30 | $2.4M | 7.8k | 311.80 |
| 2020-06-30 | $2.3M | 7.7k | 294.98 |
| 2020-03-31 | $1.9M | 7.8k | 249.42 |
| 2019-12-31 | $1.6M | 5.5k | 294.01 |
| 2019-09-30 | $1.3M | 5.4k | 251.31 |
| 2019-06-30 | $1.3M | 5.2k | 251.15 |
| 2019-03-31 | $1.2M | 5.0k | 247.34 |
| 2018-12-31 | $1.0M | 4.1k | 249.10 |