UnitedHealth shares owned by Client 1st Advisory Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Client 1st Advisory Group
from 13F filings
Historical chart of Client 1st Advisory Group investment in UnitedHealth
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All positions including UnitedHealth held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Client 1st Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $401k | 810 | 494.70 |
| 2023-09-30 | $344k | 683 | 504.19 |
| 2023-06-30 | $328k | 683 | 480.64 |
| 2023-03-31 | $435k | 921 | 472.59 |
| 2022-12-31 | $488k | 921 | 530.18 |
| 2022-09-30 | $465k | 921 | 504.89 |
| 2022-06-30 | $420k | 817 | 514.08 |
| 2022-03-31 | $405k | 794 | 510.08 |
| 2021-12-31 | $278k | 554 | 501.81 |
| 2021-09-30 | $210k | 538 | 390.33 |
| 2021-06-30 | $206k | 515 | 400.00 |