UnitedHealth shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $309k | 610 | 505.86 |
| 2024-09-30 | $357k | 610 | 584.68 |
| 2024-06-30 | $311k | 610 | 509.26 |
| 2024-03-31 | $308k | 622 | 494.70 |
| 2023-12-31 | $372k | 706 | 526.47 |
| 2023-09-30 | $357k | 708 | 504.19 |
| 2023-06-30 | $463k | 963 | 480.64 |
| 2023-03-31 | $441k | 933 | 472.59 |
| 2022-12-31 | $489k | 923 | 530.18 |
| 2022-09-30 | $772k | 1.5k | 505.24 |
| 2022-06-30 | $929k | 1.8k | 513.83 |
| 2022-03-31 | $914k | 1.8k | 510.04 |
| 2021-12-31 | $910k | 1.8k | 502.21 |
| 2021-09-30 | $706k | 1.8k | 390.92 |
| 2021-06-30 | $923k | 2.3k | 400.26 |
| 2021-03-31 | $990k | 2.7k | 372.04 |
| 2020-12-31 | $936k | 2.7k | 350.43 |
| 2020-09-30 | $926k | 3.0k | 311.68 |
| 2020-06-30 | $1.0M | 3.5k | 294.82 |
| 2020-03-31 | $947k | 3.8k | 249.21 |
| 2019-12-31 | $1.2M | 4.1k | 293.90 |
| 2019-09-30 | $891k | 4.1k | 217.32 |
| 2019-06-30 | $366k | 1.5k | 244.00 |
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