UnitedHealth shares owned by Winch Advisory Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Winch Advisory Services
from 13F filings
Historical chart of Winch Advisory Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Winch Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $365k | 624 | 585.08 |
| 2024-06-30 | $311k | 610 | 509.50 |
| 2024-03-31 | $296k | 599 | 494.59 |
| 2023-12-31 | $243k | 462 | 526.19 |
| 2023-09-30 | $194k | 384 | 505.21 |
| 2023-06-30 | $184k | 383 | 480.42 |
| 2023-03-31 | $147k | 310 | 474.19 |
| 2022-12-31 | $164k | 310 | 529.03 |
| 2022-09-30 | $137k | 271 | 505.54 |
| 2022-06-30 | $139k | 270 | 514.81 |
| 2022-03-31 | $138k | 270 | 511.11 |
| 2021-12-31 | $136k | 271 | 501.85 |
| 2021-09-30 | $106k | 270 | 392.59 |
| 2021-06-30 | $108k | 269 | 401.49 |
| 2021-03-31 | $100k | 268 | 373.13 |
| 2020-12-31 | $94k | 267 | 352.06 |
| 2020-09-30 | $78k | 249 | 313.25 |
| 2020-06-30 | $73k | 247 | 295.55 |
| 2020-03-31 | $62k | 247 | 251.01 |
| 2019-12-31 | $124k | 422 | 293.84 |
| 2019-09-30 | $91k | 421 | 216.15 |
| 2019-06-30 | $102k | 419 | 243.44 |
| 2019-03-31 | $87k | 351 | 247.86 |
| 2018-12-31 | $84k | 336 | 250.00 |
| 2018-09-30 | $89k | 336 | 264.88 |
| 2018-06-30 | $82k | 335 | 244.78 |
| 2018-03-31 | $72k | 334 | 215.57 |
| 2017-12-31 | $74k | 334 | 221.56 |
| 2017-09-30 | $65k | 333 | 195.20 |
| 2017-06-30 | $62k | 332 | 186.75 |
| 2017-03-31 | $54k | 331 | 163.14 |
| 2016-12-31 | $53k | 331 | 160.12 |
| 2016-09-30 | $22k | 156 | 141.03 |
| 2016-06-30 | $22k | 155 | 141.94 |
| 2016-03-31 | $20k | 155 | 129.03 |
| 2015-06-30 | $384k | 3.1k | 122.14 |