UnitedHealth shares owned by Wealthsource Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 3.0k | 526.55 |
| 2023-09-30 | $1.6M | 3.1k | 504.19 |
| 2023-06-30 | $1.9M | 4.0k | 480.58 |
| 2023-03-31 | $2.8M | 5.9k | 472.60 |
| 2022-12-31 | $3.2M | 6.0k | 530.21 |
| 2022-09-30 | $2.9M | 5.7k | 505.02 |
| 2022-06-30 | $2.9M | 5.6k | 513.67 |
| 2022-03-31 | $3.2M | 6.2k | 510.01 |
| 2021-12-31 | $3.2M | 6.4k | 502.12 |
| 2021-09-30 | $2.5M | 6.5k | 390.76 |
| 2021-06-30 | $2.3M | 5.7k | 400.49 |
| 2021-03-31 | $2.3M | 6.3k | 372.06 |
| 2020-12-31 | $2.0M | 5.7k | 350.73 |
| 2020-09-30 | $1.8M | 5.8k | 311.82 |
| 2020-06-30 | $1.6M | 5.5k | 294.89 |
| 2020-03-31 | $1.5M | 6.2k | 249.36 |
| 2019-12-31 | $2.1M | 7.1k | 293.93 |
| 2019-09-30 | $1.8M | 8.3k | 217.32 |
| 2019-06-30 | $1.9M | 7.6k | 243.97 |
| 2019-03-31 | $944k | 3.8k | 247.25 |
| 2018-12-31 | $526k | 2.1k | 249.29 |
| 2018-09-30 | $529k | 2.0k | 265.96 |
| 2018-06-30 | $448k | 1.8k | 245.21 |
| 2018-03-31 | $318k | 1.5k | 214.00 |
| 2017-12-31 | $285k | 1.3k | 220.08 |
| 2016-12-31 | $207k | 1.3k | 160.22 |
| 2016-09-30 | $321k | 2.3k | 140.05 |
| 2016-06-30 | $392k | 2.8k | 141.26 |
| 2016-03-31 | $358k | 2.8k | 129.01 |