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UnitedHealth shares owned by Wealth Advisory Solutions

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

Historical chart of Wealth Advisory Solutions investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealth Advisory Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $11M 18k 584.68
2024-06-30 $11M 22k 509.26
2024-03-31 $9.6M 19k 494.70
2023-12-31 $9.6M 18k 526.47
2023-09-30 $18M 35k 504.18
2023-06-30 $8.5M 18k 480.63
2023-03-31 $4.4M 9.3k 472.57
2022-12-31 $5.3M 10k 530.18
2022-09-30 $5.2M 10k 504.99
2022-06-30 $5.3M 10k 513.63
2022-03-31 $6.0M 12k 509.97
2021-09-30 $4.9M 13k 390.71
2021-06-30 $5.3M 13k 400.44
2021-03-31 $5.0k 13k 0.38
2020-12-31 $6.0M 17k 350.63
2020-09-30 $5.3M 17k 311.75
2020-06-30 $5.1M 17k 294.89
2020-03-31 $4.4M 18k 249.37
2019-12-31 $5.9M 20k 293.98