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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in UnitedHealth by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $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