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UnitedHealth shares owned by Winthrop Advisory Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Winthrop Advisory Group from 13F filings

Historical chart of Winthrop Advisory Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Winthrop Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $618k 1.2k 494.64
2023-12-31 $664k 1.3k 526.32
2023-09-30 $565k 1.1k 504.19
2023-06-30 $538k 1.1k 480.75
2023-03-31 $443k 938 472.28
2022-12-31 $490k 924 530.30
2022-09-30 $474k 938 505.33
2022-06-30 $486k 947 513.20
2022-03-31 $486k 953 509.97
2021-12-31 $471k 937 502.67
2021-09-30 $311k 797 390.21
2021-06-30 $404k 1.0k 400.40
2021-03-31 $470k 1.3k 372.13
2020-12-31 $405k 1.2k 350.65
2020-09-30 $269k 863 311.70
2020-06-30 $258k 867 297.58
2020-03-31 $216k 866 249.42
2019-12-31 $290k 988 293.52
2019-06-30 $224k 919 243.74