Benchmark Investment 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
Q1
$1.06M Sell
2024
Q4
$1.63M Sell
2024
Q3
$1.96M Buy
2024
Q2
$1.67M Buy
2024
Q1
$1.5M Sell
2023
Q4
$1.76M Sell
2023
Q3
$1.79M Sell
2023
Q2
$2.66M Buy
2023
Q1
$2.05M Sell
2022
Q4
$2.42M Buy
2022
Q3
$2.25M Buy
2022
Q2
$1.91M Buy
2022
Q1
$1.88M Buy
2021
Q4
$1.75M Buy