Bennett Associates Wealth Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$242K Sell
2024
Q4
$330K Buy
2024
Q3
$245K Buy
2024
Q2
$203K Buy