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
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Wealth Advisory Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |