UnitedHealth shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $426k | 728 | 584.90 |
| 2024-06-30 | $375k | 736 | 509.42 |
| 2024-03-31 | $663k | 1.3k | 494.77 |
| 2023-12-31 | $702k | 1.3k | 526.53 |
| 2023-09-30 | $649k | 1.3k | 504.23 |
| 2023-06-30 | $515k | 1.1k | 480.67 |
| 2023-03-31 | $476k | 1.0k | 472.61 |
| 2022-12-31 | $385k | 727 | 530.18 |
More positions owned by Worth Financial Advisory Group
View all positions for Worth Financial Advisory Group