UnitedHealth shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in UnitedHealth
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All positions including UnitedHealth held by Wade Financial Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $253k | 433 | 584.68 |
| 2024-06-30 | $225k | 442 | 509.26 |
| 2023-12-31 | $233k | 442 | 526.47 |
| 2023-09-30 | $228k | 453 | 504.19 |
| 2022-12-31 | $293k | 553 | 530.18 |
| 2022-09-30 | $279k | 553 | 504.52 |
| 2022-06-30 | $284k | 553 | 513.56 |
| 2022-03-31 | $282k | 553 | 509.95 |