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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by Western Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Western Wealth Management

Quarter filed Position value Share count Share price at filing
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