Bennett Associates Wealth Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-462	Closed	-$242K	–	53
2025 Q1	$242K	Sell	462 -190	-29%	-$99.5K	0.2%	42
2024 Q4	$330K	Buy	652 +233	+56%	+$118K	0.27%	34
2024 Q3	$245K	Buy	419 +20	+5%	+$11.7K	0.2%	41
2024 Q2	$203K	Buy	+399	New	+$203K	0.18%	41