UnitedHealth shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55k | 159 | 345.03 |
| 2025-06-30 | $50k | 161 | 311.78 |
| 2025-03-31 | $88k | 168 | 522.51 |
| 2024-12-31 | $95k | 188 | 506.43 |
| 2024-09-30 | $121k | 206 | 585.82 |
| 2024-06-30 | $90k | 177 | 510.41 |
| 2024-03-31 | $86k | 174 | 494.54 |