UnitedHealth shares owned by West Coast Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by West Coast Financial
from 13F filings
Historical chart of West Coast Financial investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by West Coast Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $11M | 23k | 494.70 |
| 2023-12-31 | $12M | 23k | 526.47 |
| 2023-09-30 | $10M | 20k | 504.18 |
| 2023-06-30 | $5.9M | 12k | 480.64 |
| 2023-03-31 | $5.9M | 12k | 472.62 |
| 2022-12-31 | $6.7M | 13k | 530.19 |
| 2022-09-30 | $202k | 400 | 505.00 |
| 2022-06-30 | $205k | 400 | 512.50 |
| 2022-03-31 | $204k | 400 | 510.00 |
| 2018-09-30 | $500k | 1.9k | 266.10 |