UnitedHealth shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.2M | 6.5k | 494.69 |
| 2023-12-31 | $3.3M | 6.2k | 526.47 |
| 2023-09-30 | $1.4M | 2.8k | 504.23 |
| 2023-06-30 | $905k | 1.9k | 480.72 |
| 2023-03-31 | $920k | 1.9k | 472.70 |
| 2022-12-31 | $1.2M | 2.2k | 530.10 |
| 2022-09-30 | $1.2M | 2.4k | 505.25 |
| 2022-06-30 | $2.6M | 5.0k | 513.51 |
| 2022-03-31 | $2.7M | 5.2k | 510.07 |
| 2021-12-31 | $2.5M | 4.9k | 502.24 |
| 2021-09-30 | $609k | 1.6k | 390.89 |
| 2021-06-30 | $630k | 1.5k | 412.57 |
| 2021-03-31 | $586k | 1.6k | 372.06 |
| 2020-12-31 | $2.5M | 7.0k | 350.76 |
| 2020-09-30 | $1.5M | 4.7k | 311.79 |
| 2020-06-30 | $292k | 990 | 294.95 |
| 2020-03-31 | $405k | 1.6k | 249.38 |
| 2019-12-31 | $501k | 1.7k | 293.84 |
More positions owned by Regent Peak Wealth Advisors
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