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UnitedHealth shares owned by Spire Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 24 494708.33
2023-12-31 $12k 22 526.45
2023-09-30 $9.6k 19 504.21
2022-03-31 $29M 57k 510.42
2021-12-31 $31M 60k 504.79
2021-09-30 $21M 53k 391.08
2021-06-30 $20M 50k 402.64
2021-03-31 $20M 53k 368.70