UnitedHealth shares owned by WR Wealth Planners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.2M | 2.3k | 505.80 |
| 2024-09-30 | $1.5M | 2.6k | 584.61 |
| 2024-06-30 | $1.3M | 2.6k | 509.20 |
| 2024-03-31 | $1.3M | 2.5k | 494.71 |
| 2023-12-31 | $1.3M | 2.5k | 526.48 |
| 2023-09-30 | $955k | 1.9k | 504.20 |
| 2023-06-30 | $792k | 1.6k | 480.65 |
| 2023-03-31 | $746k | 1.6k | 472.60 |
| 2022-12-31 | $327k | 617 | 530.21 |
| 2022-09-30 | $307k | 608 | 505.07 |
| 2022-06-30 | $290k | 565 | 513.66 |
| 2022-03-31 | $282k | 553 | 510.00 |