UnitedHealth shares owned by Western Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Western Wealth Management
from 13F filings
Historical chart of Western Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Western Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.0M | 3.9k | 505.82 |
| 2024-09-30 | $6.9M | 12k | 584.71 |
| 2024-06-30 | $4.3M | 8.5k | 509.26 |
| 2024-03-31 | $4.1M | 8.3k | 494.67 |
| 2023-12-31 | $5.9M | 11k | 526.47 |
| 2023-09-30 | $5.7M | 11k | 504.19 |
| 2023-06-30 | $5.0M | 10k | 480.64 |
| 2023-03-31 | $4.8M | 10k | 472.57 |
| 2022-12-31 | $5.4M | 10k | 530.20 |
| 2022-09-30 | $8.7M | 17k | 512.82 |
| 2022-06-30 | $7.5M | 15k | 515.10 |
| 2022-03-31 | $6.7M | 13k | 509.94 |
| 2021-12-31 | $3.1M | 6.1k | 504.83 |
| 2021-06-30 | $3.0M | 7.6k | 399.90 |
| 2021-03-31 | $1.7M | 4.5k | 372.10 |
| 2020-12-31 | $2.4M | 6.8k | 350.70 |
| 2020-09-30 | $2.0M | 6.4k | 311.83 |
| 2020-06-30 | $1.8M | 6.2k | 295.01 |
| 2020-03-31 | $1.5M | 5.9k | 248.00 |
| 2019-12-31 | $1.6M | 5.5k | 294.12 |
| 2019-09-30 | $997k | 4.6k | 218.35 |
| 2019-06-30 | $1.0M | 4.3k | 243.73 |
| 2019-03-31 | $1.6M | 6.5k | 246.66 |
| 2018-12-31 | $1.5M | 6.2k | 247.65 |