UnitedHealth shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in UnitedHealth by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $777k | 2.4k | 330.08 |
| 2025-09-30 | $359k | 1.0k | 345.40 |
| 2025-06-30 | $1.0M | 3.2k | 312.00 |
| 2025-03-31 | $573k | 1.1k | 523.81 |
| 2024-12-31 | $507k | 1.0k | 505.92 |
| 2024-09-30 | $504k | 862 | 584.41 |
| 2024-06-30 | $399k | 784 | 509.21 |
| 2024-03-31 | $322k | 652 | 494.47 |
| 2023-12-31 | $232k | 441 | 526.59 |
| 2022-12-31 | $250k | 471 | 530.18 |
| 2022-09-30 | $279k | 553 | 504.52 |