Talisman Wealth Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$291K Sell
2024
Q4
$336K Sell
2024
Q3
$391K Hold
2024
Q2
$342K Buy
2024
Q1
$296K Hold
2023
Q4
$315K Buy
2023
Q3
$296K Buy
2023
Q2
$272K Buy
2023
Q1
$243K Buy