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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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All positions including UnitedHealth held by Winch Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Winch Advisory Services

Quarter filed Position value Share count Share price at filing
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