UnitedHealth shares owned by Talisman Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Talisman Wealth Advisors
from 13F filings
Historical chart of Talisman Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Talisman Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $291k | 555 | 524.21 |
| 2024-12-31 | $336k | 664 | 506.02 |
| 2024-09-30 | $391k | 672 | 582.01 |
| 2024-06-30 | $342k | 672 | 509.01 |
| 2024-03-31 | $296k | 598 | 495.02 |
| 2023-09-30 | $296k | 588 | 504.11 |
| 2023-06-30 | $272k | 567 | 480.34 |
| 2023-03-31 | $243k | 513 | 473.68 |