UnitedHealth shares owned by West Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $32k | 55 | 584.69 |
| 2022-09-30 | $227k | 450 | 504.44 |
| 2022-06-30 | $231k | 450 | 513.33 |
| 2022-03-31 | $229k | 450 | 508.89 |
| 2021-12-31 | $226k | 450 | 502.22 |
| 2021-09-30 | $176k | 450 | 391.11 |
| 2021-06-30 | $180k | 450 | 400.00 |
| 2021-03-31 | $167k | 450 | 371.11 |
| 2020-12-31 | $158k | 450 | 351.11 |