BIA
Benchmark Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.06M | Sell |
2,032
-1,197
| -37% | -$627K | 0.69% | 40 |
|
|
2024
Q4 | $1.63M | Sell |
3,229
-117
| -3% | -$59.2K | 1.06% | 25 |
|
|
2024
Q3 | $1.96M | Buy |
3,346
+67
| +2% | +$39.2K | 1.39% | 23 |
|
|
2024
Q2 | $1.67M | Buy |
3,279
+245
| +8% | +$125K | 1.21% | 21 |
|
|
2024
Q1 | $1.5M | Sell |
3,034
-313
| -9% | -$155K | 1.18% | 25 |
|
|
2023
Q4 | $1.76M | Sell |
3,347
-198
| -6% | -$104K | 1.63% | 20 |
|
|
2023
Q3 | $1.79M | Sell |
3,545
-1,988
| -36% | -$1M | 1.81% | 17 |
|
|
2023
Q2 | $2.66M | Buy |
5,533
+1,185
| +27% | +$570K | 2.45% | 6 |
|
|
2023
Q1 | $2.05M | Sell |
4,348
-218
| -5% | -$103K | 2.11% | 12 |
|
|
2022
Q4 | $2.42M | Buy |
4,566
+107
| +2% | +$56.7K | 2.56% | 5 |
|
|
2022
Q3 | $2.25M | Buy |
4,459
+741
| +20% | +$374K | 2.43% | 7 |
|
|
2022
Q2 | $1.91M | Buy |
3,718
+27
| +0.7% | +$13.9K | 1.99% | 14 |
|
|
2022
Q1 | $1.88M | Buy |
3,691
+206
| +6% | +$105K | 1.41% | 20 |
|
|
2021
Q4 | $1.75M | Buy |
+3,485
| New | +$1.75M | 1.44% | 22 |
|