UnitedHealth shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $207M | 407k | 509.26 |
| 2024-03-31 | $200M | 405k | 494.70 |
| 2023-12-31 | $204M | 387k | 526.47 |
| 2023-09-30 | $183M | 363k | 504.19 |
| 2023-06-30 | $29M | 60k | 480.64 |
| 2023-03-31 | $28M | 60k | 472.59 |
| 2022-12-31 | $12M | 25k | 485.79 |
| 2022-09-30 | $338k | 669 | 505.23 |
| 2022-06-30 | $356k | 686 | 518.95 |
| 2022-03-31 | $864k | 1.7k | 509.73 |
| 2021-12-31 | $1.0M | 2.1k | 468.81 |
| 2021-09-30 | $885k | 1.9k | 454.55 |
| 2021-06-30 | $2.3M | 5.4k | 420.06 |
| 2021-03-31 | $2.5M | 6.8k | 364.39 |
| 2020-12-31 | $2.7M | 7.7k | 351.32 |
| 2020-09-30 | $4.0M | 12k | 329.92 |
| 2020-06-30 | $3.3M | 11k | 306.75 |
| 2020-03-31 | $554k | 1.9k | 288.39 |
| 2019-12-31 | $2.6M | 8.8k | 293.98 |
| 2019-09-30 | $2.0M | 9.2k | 222.09 |
| 2019-03-31 | $929k | 4.0k | 230.58 |
| 2018-06-30 | $1.2M | 4.7k | 254.15 |
| 2017-12-31 | $983k | 4.3k | 228.66 |
| 2017-09-30 | $859k | 4.3k | 198.11 |
| 2017-03-31 | $2.2M | 14k | 165.28 |
More positions owned by Wealth Enhancement Advisory Services
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