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UnitedHealth shares owned by Altus Wealth Group

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

Historical chart of Altus Wealth Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Altus Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $463k 935 494.70
2023-12-31 $518k 983 526.47
2023-09-30 $506k 1.0k 504.19
2023-06-30 $508k 1.1k 480.64
2023-03-31 $563k 1.2k 472.59
2022-12-31 $644k 1.2k 530.18
2022-09-30 $290k 743 390.31
2022-06-30 $290k 743 390.31
2022-03-31 $385k 754 510.61
2021-12-31 $373k 743 502.02
2021-09-30 $290k 743 390.31
2021-06-30 $298k 743 401.08
2021-03-31 $308k 749 411.22
2020-12-31 $172k 491 351.06