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UnitedHealth shares owned by Wealth Alliance Advisory Group

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

Historical chart of Wealth Alliance Advisory Group investment in UnitedHealth

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.0M 4.0k 494.67
2023-12-31 $1.7M 3.2k 526.55
2023-09-30 $1.3M 2.6k 504.23
2023-06-30 $1.1M 2.3k 480.63
2023-03-31 $1.2M 2.5k 472.54
2022-12-31 $1.3M 2.4k 530.08
2022-09-30 $1.1M 2.2k 505.18
2022-06-30 $1.1M 2.2k 513.67
2022-03-31 $1.0M 2.0k 510.14
2021-12-31 $905k 1.8k 502.22
2021-09-30 $566k 1.4k 390.88
2021-06-30 $576k 1.4k 400.56
2021-03-31 $521k 1.4k 371.88
2020-12-31 $422k 1.2k 350.79
2020-09-30 $306k 983 311.29
2020-06-30 $251k 850 295.29
2020-03-31 $210k 842 249.41
2019-12-31 $232k 788 294.42