UnitedHealth shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $613k | 1.2k | 506.07 |
| 2024-09-30 | $719k | 1.2k | 584.90 |
| 2024-06-30 | $608k | 1.2k | 509.45 |
| 2024-03-31 | $519k | 1.0k | 494.92 |
| 2023-12-31 | $669k | 1.3k | 526.66 |
| 2023-09-30 | $512k | 1.0k | 504.40 |
| 2023-06-30 | $477k | 991 | 480.84 |
| 2023-03-31 | $506k | 1.1k | 472.77 |
| 2022-12-31 | $525k | 990 | 530.40 |
| 2022-09-30 | $507k | 936 | 541.67 |
| 2022-06-30 | $440k | 877 | 501.71 |
| 2022-03-31 | $470k | 922 | 509.76 |
| 2021-12-31 | $481k | 958 | 502.09 |
| 2021-09-30 | $451k | 1.2k | 391.15 |
| 2021-06-30 | $445k | 1.1k | 400.54 |
| 2021-03-31 | $370k | 995 | 371.86 |
| 2020-12-31 | $207k | 589 | 351.44 |
More positions owned by Vista Wealth Management Group
View all positions for Vista Wealth Management Group