BFA
Benedict Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $343K | Sell |
1,098
-10
| -0.9% | -$3.12K | 0.08% | 109 |
|
|
2025
Q1 | $580K | Buy |
1,108
+43
| +4% | +$22.5K | 0.13% | 103 |
|
|
2024
Q4 | $539K | Buy |
1,065
+9
| +0.9% | +$4.55K | 0.13% | 102 |
|
|
2024
Q3 | $618K | Buy |
1,056
+3
| +0.3% | +$1.76K | 0.15% | 104 |
|
|
2024
Q2 | $536K | Sell |
1,053
-20
| -2% | -$10.2K | 0.14% | 104 |
|
|
2024
Q1 | $531K | Buy |
1,073
+206
| +24% | +$102K | 0.13% | 106 |
|
|
2023
Q4 | $457K | Buy |
867
+3
| +0.3% | +$1.58K | 0.12% | 106 |
|
|
2023
Q3 | $436K | Buy |
864
+252
| +41% | +$127K | 0.13% | 105 |
|
|
2023
Q2 | $294K | Buy |
612
+3
| +0.5% | +$1.44K | 0.08% | 109 |
|
|
2023
Q1 | $288K | Buy |
609
+2
| +0.3% | +$945 | 0.08% | 111 |
|
|
2022
Q4 | $322K | Buy |
607
+2
| +0.3% | +$1.06K | 0.1% | 104 |
|
|
2022
Q3 | $306K | Buy |
605
+2
| +0.3% | +$1.01K | 0.1% | 106 |
|
|
2022
Q2 | $310K | Buy |
603
+2
| +0.3% | +$1.03K | 0.09% | 108 |
|
|
2022
Q1 | $307K | Buy |
601
+1
| +0.2% | +$511 | 0.08% | 112 |
|
|
2021
Q4 | $301K | Buy |
600
+2
| +0.3% | +$1K | 0.08% | 115 |
|
|
2021
Q3 | $234K | Sell |
598
-88
| -13% | -$34.4K | 0.07% | 122 |
|
|
2021
Q2 | $275K | Sell |
686
-70
| -9% | -$28.1K | 0.08% | 117 |
|
|
2021
Q1 | $281K | Buy |
756
+75
| +11% | +$27.9K | 0.08% | 113 |
|
|
2020
Q4 | $239K | Buy |
681
+2
| +0.3% | +$702 | 0.09% | 98 |
|
|
2020
Q3 | $212K | Buy |
+679
| New | +$212K | 0.08% | 99 |
|