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UnitedHealth shares owned by Williams Jones Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Williams Jones Wealth Management from 13F filings

Historical chart of Williams Jones Wealth Management investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $34M 68k 504.19
2023-06-30 $34M 70k 480.64
2023-03-31 $34M 71k 472.59
2022-12-31 $37M 69k 530.18
2022-09-30 $35M 69k 505.04
2022-06-30 $36M 71k 513.63
2022-03-31 $32M 62k 509.96
2021-12-31 $31M 61k 502.14
2021-09-30 $24M 62k 390.74
2021-06-30 $24M 61k 400.44
2021-03-31 $22M 58k 372.08
2020-12-31 $12M 35k 350.69
2020-09-30 $10M 33k 311.76
2020-06-30 $8.2M 28k 294.93
2020-03-31 $3.9M 16k 249.39
2019-12-31 $5.0M 17k 293.99
2019-09-30 $3.8M 18k 217.33