U.S. Capital Wealth Advisors »

UnitedHealth shares owned by U.S. Capital Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by U.S. Capital Wealth Advisors from 13F filings

Historical chart of U.S. Capital Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in UnitedHealth by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.7M 15k 526.48
2023-09-30 $5.8M 12k 504.17
2023-06-30 $5.7M 12k 480.66
2023-03-31 $5.6M 12k 472.61
2022-12-31 $6.1M 11k 530.19
2022-09-30 $5.5M 11k 505.01
2022-06-30 $10M 20k 513.65
2022-03-31 $11M 21k 509.93
2021-12-31 $11M 21k 502.16
2021-09-30 $8.3M 21k 390.73