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UnitedHealth shares owned by Wealth Alliance

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

Historical chart of Wealth Alliance investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealth Alliance

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.9M 5.6k 526.50
2023-09-30 $2.9M 5.7k 504.18
2023-06-30 $2.8M 5.8k 480.61
2023-03-31 $2.8M 5.9k 472.55
2022-12-31 $3.4M 6.5k 530.14
2022-09-30 $3.7M 7.3k 505.09
2022-06-30 $3.7M 7.3k 513.52
2022-03-31 $3.8M 7.5k 509.90
2021-12-31 $3.7M 7.4k 502.03
2021-09-30 $2.9M 7.5k 390.76
2021-06-30 $3.0M 7.4k 400.46
2021-03-31 $2.8M 7.5k 372.04
2020-12-31 $2.7M 7.6k 350.76
2020-09-30 $2.3M 7.4k 311.76
2020-06-30 $2.0M 6.9k 294.88
2020-03-31 $1.6M 6.3k 249.33