UnitedHealth shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 21k | 494.71 |
| 2023-12-31 | $11M | 20k | 526.48 |
| 2023-09-30 | $10M | 20k | 504.20 |
| 2023-06-30 | $9.6M | 20k | 480.65 |
| 2023-03-31 | $9.4M | 20k | 472.60 |
| 2022-12-31 | $10M | 20k | 530.19 |
| 2022-09-30 | $11M | 19k | 555.18 |
| 2022-06-30 | $9.9M | 19k | 513.65 |
| 2022-03-31 | $10M | 20k | 510.00 |
| 2021-12-31 | $826k | 9.6k | 86.26 |
| 2021-09-30 | $8.1M | 21k | 393.43 |
| 2021-06-30 | $8.1M | 20k | 400.45 |
| 2021-03-31 | $10M | 28k | 372.06 |
| 2020-12-31 | $9.7M | 28k | 350.68 |
| 2020-09-30 | $8.9M | 27k | 327.83 |
| 2020-06-30 | $7.9M | 27k | 291.21 |
| 2020-03-31 | $7.3M | 25k | 290.57 |
| 2019-12-31 | $7.9M | 27k | 293.99 |
| 2019-09-30 | $5.9M | 27k | 217.34 |
| 2019-06-30 | $6.4M | 26k | 243.99 |
| 2019-03-31 | $7.6M | 31k | 247.25 |
| 2018-12-31 | $7.4M | 30k | 249.12 |
| 2018-09-30 | $8.3M | 31k | 266.03 |
| 2018-06-30 | $6.8M | 32k | 214.00 |
| 2018-03-31 | $6.8M | 32k | 214.00 |
| 2017-12-31 | $6.8M | 31k | 220.45 |
| 2017-09-30 | $6.3M | 32k | 195.84 |
| 2017-06-30 | $6.1M | 33k | 185.40 |
| 2017-03-31 | $5.7M | 35k | 164.01 |
| 2016-12-31 | $5.4M | 34k | 160.04 |
| 2016-09-30 | $4.9M | 35k | 140.00 |
| 2016-06-30 | $6.3M | 44k | 141.20 |
| 2016-03-31 | $5.7M | 45k | 128.90 |
| 2015-12-31 | $5.4M | 46k | 117.63 |