UnitedHealth shares owned by Valtinson Bruner Financial Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Valtinson Bruner Financial Planning
from 13F filings
Historical chart of Valtinson Bruner Financial Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Valtinson Bruner Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $607k | 1.8k | 345.22 |
| 2025-06-30 | $545k | 1.7k | 311.93 |
| 2025-03-31 | $918k | 1.8k | 523.67 |
| 2024-12-31 | $874k | 1.7k | 505.85 |
| 2024-09-30 | $1.1M | 1.8k | 584.68 |
| 2024-06-30 | $943k | 1.9k | 509.28 |
| 2024-03-31 | $958k | 1.9k | 494.62 |
| 2023-12-31 | $1.1M | 2.0k | 526.55 |
| 2023-09-30 | $1.1M | 2.1k | 504.14 |
| 2023-06-30 | $1.1M | 2.2k | 480.61 |
| 2023-03-31 | $1.1M | 2.3k | 472.50 |
| 2022-12-31 | $1.1M | 2.3k | 476.29 |
| 2022-09-30 | $1.2M | 2.3k | 504.90 |
| 2022-06-30 | $1.2M | 2.2k | 513.60 |
| 2022-03-31 | $1.3M | 2.5k | 534.69 |
| 2021-12-31 | $1.2M | 2.3k | 502.13 |
| 2021-09-30 | $1000k | 2.3k | 434.97 |
| 2021-06-30 | $953k | 2.3k | 415.07 |
| 2021-03-31 | $894k | 2.3k | 389.88 |
| 2020-12-31 | $837k | 2.3k | 365.02 |
| 2020-09-30 | $652k | 2.1k | 311.96 |
| 2020-06-30 | $661k | 2.1k | 316.87 |
| 2020-03-31 | $598k | 2.1k | 287.50 |
| 2019-12-31 | $615k | 2.1k | 291.61 |
| 2019-09-30 | $468k | 2.1k | 222.22 |
| 2019-06-30 | $505k | 2.1k | 244.08 |
| 2019-03-31 | $502k | 2.0k | 247.05 |
| 2018-12-31 | $506k | 2.0k | 249.02 |
More positions owned by Valtinson Bruner Financial Planning
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