UnitedHealth shares owned by LifeSteps Financial
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by LifeSteps Financial
from 13F filings
Historical chart of LifeSteps Financial investment in UnitedHealth
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All positions including UnitedHealth held by LifeSteps Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by LifeSteps Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $260k | 526 | 494.70 |
| 2023-12-31 | $277k | 526 | 526.47 |
| 2023-09-30 | $265k | 526 | 504.19 |
| 2023-06-30 | $253k | 526 | 480.64 |
| 2023-03-31 | $249k | 526 | 472.59 |
| 2022-12-31 | $243k | 459 | 530.18 |
| 2022-09-30 | $232k | 459 | 505.45 |
| 2022-06-30 | $236k | 459 | 514.16 |
| 2022-03-31 | $234k | 459 | 509.80 |
| 2021-12-31 | $230k | 459 | 501.09 |