UnitedHealth shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $210k | 675 | 311.11 |
| 2020-06-30 | $196k | 666 | 294.29 |
| 2020-03-31 | $171k | 687 | 248.91 |
| 2019-12-31 | $91k | 311 | 292.60 |
| 2019-09-30 | $68k | 311 | 218.65 |
| 2019-06-30 | $76k | 311 | 244.37 |
| 2019-03-31 | $77k | 311 | 247.59 |
| 2018-12-31 | $71k | 285 | 249.12 |
| 2018-09-30 | $88k | 329 | 267.48 |
| 2018-06-30 | $51k | 206 | 247.57 |
| 2018-03-31 | $49k | 228 | 214.91 |