UnitedHealth shares owned by Forum Financial Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $3.4M | 6.9k | 494.71 |
2023-12-31 | $3.7M | 7.0k | 526.44 |
2023-09-30 | $3.7M | 7.3k | 504.16 |
2023-06-30 | $3.5M | 7.3k | 480.66 |
2023-03-31 | $3.2M | 6.9k | 472.60 |
2022-12-31 | $3.6M | 6.7k | 530.18 |
2022-09-30 | $3.4M | 6.7k | 504.98 |
2022-06-30 | $3.5M | 6.7k | 513.69 |
2022-03-31 | $3.3M | 6.5k | 509.87 |
2021-12-31 | $3.3M | 6.5k | 502.06 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management