UnitedHealth shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in UnitedHealth
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All positions including UnitedHealth held by Wellington Shields & Co consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $120k | 205 | 584.68 |
| 2024-06-30 | $121k | 238 | 509.26 |
| 2024-03-31 | $224k | 452 | 494.70 |
| 2023-12-31 | $325k | 618 | 526.47 |
| 2023-09-30 | $312k | 618 | 504.19 |
| 2023-06-30 | $409k | 850 | 480.64 |
| 2023-03-31 | $390k | 826 | 472.59 |
| 2022-12-31 | $574k | 1.1k | 530.18 |
| 2022-09-30 | $384k | 760 | 505.26 |
| 2022-06-30 | $272k | 530 | 513.21 |
| 2022-03-31 | $204k | 400 | 510.00 |
| 2021-12-31 | $201k | 400 | 502.50 |
| 2013-12-31 | $400k | 5.3k | 75.23 |