BEI
Benjamin Edwards Inc’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
43,658
-3,273
| -7% | -$1.02M | 0.17% | 133 |
|
|
2025
Q1 | $24.6M | Sell |
46,931
-354
| -0.7% | -$185K | 0.34% | 83 |
|
|
2024
Q4 | $23.9M | Buy |
47,285
+2,738
| +6% | +$1.39M | 0.34% | 79 |
|
|
2024
Q3 | $26.1M | Buy |
44,547
+41,308
| +1,275% | +$24.2M | 0.38% | 74 |
|
|
2024
Q2 | $1.65M | Sell |
3,239
-445
| -12% | -$227K | 0.32% | 84 |
|
|
2024
Q1 | $1.82M | Buy |
3,684
+839
| +29% | +$415K | 0.36% | 77 |
|
|
2023
Q4 | $1.5M | Sell |
2,845
-101
| -3% | -$53.2K | 0.33% | 87 |
|
|
2023
Q3 | $1.49M | Sell |
2,946
-169
| -5% | -$85.2K | 0.35% | 86 |
|
|
2023
Q2 | $1.5M | Sell |
3,115
-96
| -3% | -$46.1K | 0.35% | 85 |
|
|
2023
Q1 | $1.52M | Buy |
3,211
+157
| +5% | +$74.2K | 0.37% | 77 |
|
|
2022
Q4 | $1.62M | Buy |
3,054
+440
| +17% | +$233K | 0.43% | 71 |
|
|
2022
Q3 | $1.32M | Buy |
2,614
+127
| +5% | +$64.1K | 0.4% | 73 |
|
|
2022
Q2 | $1.28M | Buy |
2,487
+648
| +35% | +$333K | 0.38% | 82 |
|
|
2022
Q1 | $938K | Buy |
1,839
+601
| +49% | +$307K | 0.27% | 112 |
|
|
2021
Q4 | $622K | Buy |
1,238
+564
| +84% | +$283K | 0.2% | 126 |
|
|
2021
Q3 | $263K | Buy |
674
+181
| +37% | +$70.6K | 0.16% | 157 |
|
|
2021
Q2 | $197K | Buy |
493
+25
| +5% | +$9.99K | 0.14% | 169 |
|
|
2021
Q1 | $174K | Sell |
468
-1,282
| -73% | -$477K | 0.13% | 159 |
|
|
2020
Q4 | $614K | Sell |
1,750
-97
| -5% | -$34K | 0.48% | 83 |
|
|
2020
Q3 | $576K | Buy |
1,847
+152
| +9% | +$47.4K | 0.48% | 74 |
|
|
2020
Q2 | $500K | Buy |
1,695
+1,656
| +4,246% | +$488K | 0.42% | 80 |
|
|
2020
Q1 | $10K | Buy |
+39
| New | +$10K | 0.01% | 287 |
|
|
2019
Q3 | – | Sell |
-48
| Closed | -$12K | – | 322 |
|
|
2019
Q2 | $12K | Hold |
48
| – | – | 0.03% | 207 |
|
|
2019
Q1 | $12K | Buy |
+48
| New | +$12K | 0.06% | 194 |
|