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UnitedHealth shares owned by Wealth Dimensions Group

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

Historical chart of Wealth Dimensions Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealth Dimensions Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $376k 644 584.24
2024-06-30 $325k 638 509.38
2024-03-31 $313k 632 494.47
2023-12-31 $369k 700 526.72
2023-09-30 $356k 706 504.18
2023-06-30 $312k 650 480.34
2023-03-31 $253k 536 472.23
2022-12-31 $473k 892 529.94
2022-09-30 $435k 861 505.23
2022-06-30 $443k 862 513.92
2022-03-31 $438k 860 509.30
2021-12-31 $441k 878 502.28
2021-09-30 $294k 751 391.48