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Platte River Wealth Advisors, LLC

SEC CIK
0001802013
Latest filing
Oct 7, 2024

UNH holding history

UnitedHealth Group Inc in every 13F filed by Platte River Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q3 2024 holdings

Shares (Q3 2024)
5,476
Value
$3.20M
% of portfolio
0.9%
Quarters held
15
Since Q1 2021
Holdings of UNH by Platte River Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20245,476$3.20M0.9%00.0%UnchangedHolders
Q2 20245,476$2.79M0.8%00.0%UnchangedHolders
Q1 20245,476$2.71M0.8%−519−8.7%ReducedHolders
Q4 20235,995$3.16M1.0%−99−1.6%ReducedHolders
Q3 20236,094$3.07M1.1%+224+3.8%AddedHolders
Q2 20235,870$2.82M1.0%+150+2.6%AddedHolders
Q1 20235,720$2.70M1.0%−169−2.9%ReducedHolders
Q4 20225,889$3.12M1.3%+37+0.6%AddedHolders
Q3 20225,852$2.96M1.3%00.0%UnchangedHolders
Q2 20225,852$3.01M1.3%−10−0.2%ReducedHolders
Q1 20225,862$2.99M1.1%00.0%UnchangedHolders
Q4 20215,862$2.75M0.9%−5−0.1%ReducedHolders
Q3 20215,867$2.29M0.8%+100+1.7%AddedHolders
Q2 20215,767$2.31M0.9%00.0%UnchangedHolders
Q1 20215,767$2.10M0.9%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.