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UnitedHealth shares owned by Wealthquest

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

Historical chart of Wealthquest investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Wealthquest

Quarter filed Position value Share count Share price at filing
2023-12-31 $223k 424 526.47
2023-09-30 $222k 440 504.19
2023-06-30 $204k 424 480.64
2023-03-31 $200k 424 472.59
2022-12-31 $241k 454 531.09
2022-09-30 $237k 470 504.26
2022-06-30 $231k 450 513.33
2022-03-31 $211k 421 501.19
2021-12-31 $211k 421 501.19
2021-06-30 $211k 528 399.62