Benchmark Financial 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
Q3 | $924K | Buy |
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|
2025
Q2 | $326K | Buy |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $372K | Sell |
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|
2024
Q1 | $383K | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $347K | Sell |
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|
2022
Q4 | $391K | Sell |
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|
2022
Q3 | $376K | Buy |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $358K | Sell |
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|
2021
Q4 | $368K | Buy |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $220K | Buy |
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