UnitedHealth shares owned by WMS Partners
Historical chart of WMS Partners investment in UnitedHealth
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All positions including UnitedHealth held by WMS Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by WMS Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $678k | 1.3k | 526.47 |
| 2023-09-30 | $734k | 1.5k | 504.19 |
| 2023-06-30 | $780k | 1.6k | 480.64 |
| 2023-03-31 | $782k | 1.7k | 472.59 |
| 2022-12-31 | $869k | 1.6k | 530.18 |
| 2022-09-30 | $816k | 1.6k | 505.26 |
| 2022-06-30 | $822k | 1.6k | 513.43 |
| 2022-03-31 | $802k | 1.6k | 509.85 |
| 2021-09-30 | $470k | 1.2k | 391.02 |
| 2021-06-30 | $471k | 1.2k | 400.85 |
| 2021-03-31 | $424k | 1.1k | 372.26 |
| 2020-12-31 | $464k | 1.5k | 311.83 |
| 2020-09-30 | $464k | 1.5k | 311.83 |
| 2020-06-30 | $435k | 1.5k | 294.92 |
| 2020-03-31 | $367k | 1.5k | 249.32 |
| 2019-12-31 | $440k | 1.5k | 293.92 |
| 2019-09-30 | $337k | 1.6k | 217.42 |
| 2019-06-30 | $659k | 2.7k | 244.16 |
| 2019-03-31 | $724k | 2.9k | 247.18 |
| 2018-12-31 | $706k | 2.8k | 249.21 |
| 2018-09-30 | $829k | 3.1k | 265.96 |
| 2018-06-30 | $779k | 3.2k | 245.28 |
| 2018-03-31 | $659k | 3.1k | 214.03 |
| 2017-12-31 | $656k | 3.0k | 220.58 |
| 2017-09-30 | $650k | 3.3k | 195.78 |
| 2017-06-30 | $469k | 2.5k | 185.38 |
| 2017-03-31 | $412k | 2.5k | 164.14 |
| 2016-12-31 | $400k | 2.5k | 160.13 |
| 2016-09-30 | $346k | 2.5k | 140.14 |
| 2016-06-30 | $349k | 2.5k | 141.35 |
| 2016-03-31 | $318k | 2.5k | 128.80 |
| 2015-12-31 | $267k | 2.3k | 117.57 |
| 2015-09-30 | $263k | 2.3k | 115.81 |
| 2015-06-30 | $375k | 3.1k | 121.91 |
| 2015-03-31 | $380k | 3.2k | 118.27 |
| 2014-12-31 | $755k | 7.5k | 101.10 |
| 2014-09-30 | $644k | 7.5k | 86.23 |
| 2014-06-30 | $610k | 7.5k | 81.68 |
| 2014-03-31 | $613k | 7.5k | 82.08 |
| 2013-12-31 | $562k | 7.5k | 75.25 |
| 2013-06-30 | $477k | 7.3k | 65.45 |