UnitedHealth shares owned by Warren Street Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Warren Street Wealth Advisors
from 13F filings
Historical chart of Warren Street Wealth Advisors investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Warren Street Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in UnitedHealth by Warren Street Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $584k | 998 | 584.68 |
2024-06-30 | $511k | 1.0k | 509.26 |
2024-03-31 | $469k | 948 | 494.70 |
2023-12-31 | $471k | 894 | 526.47 |
2023-09-30 | $395k | 783 | 504.19 |
2023-06-30 | $341k | 710 | 480.64 |
2023-03-31 | $286k | 605 | 472.59 |
2022-12-31 | $336k | 634 | 530.14 |
2022-09-30 | $253k | 500 | 506.00 |
2022-06-30 | $202k | 393 | 513.99 |
More positions owned by Warren Street Wealth Advisors
View all positions for Warren Street Wealth Advisors