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UnitedHealth shares owned by Capstone Financial Group

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

Historical chart of Capstone Financial Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Capstone Financial Group

Quarter filed Position value Share count Share price at filing
2020-09-30 $80k 256 312.50
2020-06-30 $76k 256 296.88
2020-03-31 $125k 501 249.50
2019-12-31 $147k 500 294.00