BWM
Benchmark Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-432
| Closed | -$218K | – | 49 |
|
|
2023
Q3 | $218K | Sell |
432
-15
| -3% | -$7.56K | 0.14% | 46 |
|
|
2023
Q2 | $215K | Buy |
447
+1
| +0.2% | +$480 | 0.13% | 47 |
|
|
2023
Q1 | $228K | Sell |
446
-44
| -9% | -$22.5K | 0.15% | 47 |
|
|
2022
Q4 | $260K | Buy |
490
+1
| +0.2% | +$530 | 0.19% | 43 |
|
|
2022
Q3 | $247K | Sell |
489
-100
| -17% | -$50.5K | 0.19% | 41 |
|
|
2022
Q2 | $303K | Hold |
589
| – | – | 0.22% | 37 |
|
|
2022
Q1 | $300K | Buy |
589
+1
| +0.2% | +$509 | 0.2% | 35 |
|
|
2021
Q4 | $295K | Hold |
588
| – | – | 0.19% | 37 |
|
|
2021
Q3 | $230K | Sell |
588
-121
| -17% | -$47.3K | 0.16% | 42 |
|
|
2021
Q2 | $284K | Buy |
709
+1
| +0.1% | +$401 | 0.2% | 37 |
|
|
2021
Q1 | $264K | Buy |
708
+15
| +2% | +$5.59K | 0.2% | 37 |
|
|
2020
Q4 | $243K | Sell |
693
-107
| -13% | -$37.5K | 0.18% | 41 |
|
|
2020
Q3 | $250K | Buy |
800
+1
| +0.1% | +$313 | 0.2% | 35 |
|
|
2020
Q2 | $236K | Sell |
799
-200
| -20% | -$59.1K | 0.2% | 39 |
|
|
2020
Q1 | $249K | Sell |
999
-8
| -0.8% | -$1.99K | 0.25% | 29 |
|
|
2019
Q4 | $296K | Buy |
+1,007
| New | +$296K | 0.26% | 37 |
|