UnitedHealth shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in UnitedHealth
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All positions including UnitedHealth held by Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in UnitedHealth by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $901k | 1.8k | 504.28 |
| 2023-06-30 | $793k | 1.7k | 480.73 |
| 2023-03-31 | $799k | 1.7k | 472.67 |
| 2022-12-31 | $908k | 1.7k | 530.26 |
| 2022-09-30 | $322k | 638 | 504.70 |
| 2022-06-30 | $314k | 612 | 513.07 |
| 2022-03-31 | $368k | 721 | 510.40 |
| 2021-12-31 | $378k | 752 | 502.66 |