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UnitedHealth shares owned by Visionary Wealth Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Visionary Wealth Advisors from 13F filings

Historical chart of Visionary Wealth Advisors investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Visionary Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Visionary Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $649k 1.2k 526.68
2023-09-30 $602k 1.2k 504.30
2023-06-30 $614k 1.3k 480.65
2023-03-31 $618k 1.3k 472.51
2022-12-31 $737k 1.4k 530.22
2022-09-30 $643k 1.3k 505.50
2022-06-30 $697k 1.4k 513.63
2022-03-31 $855k 1.7k 510.14
2021-12-31 $820k 1.6k 501.84
2021-09-30 $496k 1.3k 390.86
2021-06-30 $584k 1.5k 400.55
2021-03-31 $528k 1.4k 371.83
2020-12-31 $488k 1.4k 351.08
2020-09-30 $387k 1.2k 312.10
2020-06-30 $243k 824 294.90
2019-12-31 $261k 888 293.92