UnitedHealth shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $488k | 834 | 584.68 |
| 2024-06-30 | $398k | 781 | 509.26 |
| 2024-03-31 | $386k | 781 | 494.70 |
| 2023-12-31 | $411k | 781 | 526.47 |
| 2023-09-30 | $394k | 781 | 504.19 |
| 2023-06-30 | $379k | 789 | 480.64 |
| 2023-03-31 | $338k | 715 | 472.59 |
| 2022-12-31 | $379k | 715 | 530.18 |