UnitedHealth shares owned by Wagner Bowman Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wagner Bowman Management
from 13F filings
Historical chart of Wagner Bowman Management investment in UnitedHealth
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All positions including UnitedHealth held by Wagner Bowman Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Wagner Bowman Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $256k | 438 | 585.16 |
| 2024-06-30 | $223k | 438 | 509.68 |
| 2024-03-31 | $217k | 438 | 495.11 |
| 2023-12-31 | $206k | 391 | 526.95 |
| 2023-09-30 | $216k | 429 | 504.24 |
| 2022-09-30 | $231k | 457 | 505.47 |
| 2022-06-30 | $316k | 611 | 517.18 |
| 2022-03-31 | $321k | 612 | 524.51 |
| 2021-12-31 | $258k | 514 | 501.95 |
| 2021-06-30 | $211k | 510 | 413.73 |