UnitedHealth shares owned by GeoWealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by GeoWealth 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 | $5.4M | 11 | 494727.27 |
2023-09-30 | $463k | 918 | 504.36 |
2023-06-30 | $360k | 748 | 481.28 |
2023-03-31 | $352k | 746 | 471.85 |
2022-12-31 | $805k | 1.5k | 530.30 |
2022-09-30 | $640k | 1.3k | 506.39 |
2022-06-30 | $546k | 1.1k | 513.16 |
2022-03-31 | $544k | 1.1k | 510.80 |
2021-12-31 | $541k | 1.1k | 501.86 |
2021-09-30 | $418k | 1.1k | 391.02 |
2021-06-30 | $432k | 1.1k | 400.74 |
2021-03-31 | $390k | 1.0k | 373.21 |
2020-12-31 | $457k | 1.3k | 353.44 |
2019-09-30 | $523k | 2.4k | 217.28 |