UnitedHealth shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $17M | 29k | 584.69 |
| 2024-06-30 | $14M | 27k | 509.25 |
| 2024-03-31 | $12M | 25k | 494.70 |
| 2023-12-31 | $13M | 25k | 526.47 |
| 2023-09-30 | $13M | 26k | 504.18 |
| 2023-06-30 | $11M | 24k | 480.65 |
| 2023-03-31 | $11M | 24k | 472.59 |
| 2022-12-31 | $13M | 24k | 530.18 |
| 2022-09-30 | $13M | 26k | 505.05 |
| 2022-06-30 | $14M | 28k | 513.67 |
| 2022-03-31 | $15M | 29k | 509.97 |
| 2021-12-31 | $15M | 30k | 502.13 |
| 2021-09-30 | $12M | 30k | 390.72 |
| 2021-06-30 | $13M | 31k | 400.45 |
| 2021-03-31 | $12M | 31k | 372.07 |
| 2020-12-31 | $11M | 31k | 350.65 |
| 2020-09-30 | $10M | 32k | 311.78 |
| 2020-06-30 | $9.1M | 31k | 294.96 |
| 2020-03-31 | $8.1M | 33k | 249.37 |
| 2019-12-31 | $11M | 36k | 293.97 |
| 2019-09-30 | $7.7M | 36k | 217.31 |
| 2019-06-30 | $8.4M | 35k | 244.02 |
| 2019-03-31 | $8.1M | 33k | 245.55 |
| 2018-12-31 | $7.2M | 30k | 236.85 |
| 2018-09-30 | $7.1M | 26k | 269.12 |
| 2018-06-30 | $6.7M | 26k | 261.61 |
| 2018-03-31 | $5.6M | 26k | 214.01 |