BFWA
Benchmark Financial Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Buy |
1,046
+29
| +3% | +$9.05K | 0.11% | 86 |
|
|
2025
Q1 | $533K | Sell |
1,017
-115
| -10% | -$60.3K | 0.2% | 57 |
|
|
2024
Q4 | $573K | Buy |
1,132
+6
| +0.5% | +$3.04K | 0.18% | 54 |
|
|
2024
Q3 | $658K | Buy |
1,126
+396
| +54% | +$231K | 0.22% | 50 |
|
|
2024
Q2 | $372K | Sell |
730
-45
| -6% | -$22.9K | 0.14% | 61 |
|
|
2024
Q1 | $383K | Buy |
775
+80
| +12% | +$39.6K | 0.15% | 58 |
|
|
2023
Q4 | $366K | Buy |
695
+53
| +8% | +$27.9K | 0.16% | 55 |
|
|
2023
Q3 | $324K | Sell |
642
-59
| -8% | -$29.7K | 0.15% | 48 |
|
|
2023
Q2 | $337K | Sell |
701
-33
| -4% | -$15.9K | 0.16% | 50 |
|
|
2023
Q1 | $347K | Sell |
734
-3
| -0.4% | -$1.42K | 0.18% | 44 |
|
|
2022
Q4 | $391K | Sell |
737
-7
| -0.9% | -$3.71K | 0.21% | 40 |
|
|
2022
Q3 | $376K | Buy |
744
+197
| +36% | +$99.6K | 0.22% | 42 |
|
|
2022
Q2 | $281K | Sell |
547
-155
| -22% | -$79.6K | 0.14% | 51 |
|
|
2022
Q1 | $358K | Sell |
702
-31
| -4% | -$15.8K | 0.15% | 49 |
|
|
2021
Q4 | $368K | Buy |
733
+31
| +4% | +$15.6K | 0.15% | 48 |
|
|
2021
Q3 | $274K | Buy |
702
+153
| +28% | +$59.7K | 0.13% | 52 |
|
|
2021
Q2 | $220K | Buy |
+549
| New | +$220K | 0.11% | 63 |
|