Benson Investment Management Company’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-8,789
| Closed | -$4.63M | – | 56 |
|
|
2023
Q4 | $4.63M | Buy |
8,789
+54
| +0.6% | +$28.4K | 2.37% | 14 |
|
|
2023
Q3 | $4.4M | Buy |
8,735
+6
| +0.1% | +$3.03K | 2.47% | 8 |
|
|
2023
Q2 | $4.2M | Buy |
8,729
+37
| +0.4% | +$17.8K | 2.33% | 15 |
|
|
2023
Q1 | $4.11M | Hold |
8,692
| – | – | 2.35% | 14 |
|
|
2022
Q4 | $4.61M | Sell |
8,692
-55
| -0.6% | -$29.2K | 2.72% | 6 |
|
|
2022
Q3 | $4.42M | Sell |
8,747
-9
| -0.1% | -$4.55K | 3.11% | 5 |
|
|
2022
Q2 | $4.48M | Sell |
8,756
-1,689
| -16% | -$864K | 2.79% | 7 |
|
|
2022
Q1 | $5.33M | Buy |
10,445
+25
| +0.2% | +$12.8K | 2.67% | 6 |
|
|
2021
Q4 | $5.23M | Sell |
10,420
-2,720
| -21% | -$1.37M | 2.54% | 12 |
|
|
2021
Q3 | $5.13M | Buy |
13,140
+18
| +0.1% | +$7.03K | 2.64% | 7 |
|
|
2021
Q2 | $5.26M | Buy |
13,122
+150
| +1% | +$60.1K | 2.68% | 7 |
|
|
2021
Q1 | $4.83M | Sell |
12,972
-68
| -0.5% | -$25.3K | 2.81% | 9 |
|
|
2020
Q4 | $4.57M | Sell |
13,040
-5
| -0% | -$1.75K | 2.79% | 15 |
|
|
2020
Q3 | $4.07M | Sell |
13,045
-45
| -0.3% | -$14K | 2.61% | 12 |
|
|
2020
Q2 | $3.86M | Sell |
13,090
-15
| -0.1% | -$4.42K | 2.66% | 11 |
|
|
2020
Q1 | $3.27M | Sell |
13,105
-900
| -6% | -$224K | 2.62% | 16 |
|
|
2019
Q4 | $4.12M | Hold |
14,005
| – | – | 2.65% | 12 |
|
|
2019
Q3 | $3.04M | Buy |
14,005
+2,330
| +20% | +$506K | 2.19% | 30 |
|
|
2019
Q2 | $2.85M | Sell |
11,675
-220
| -2% | -$53.7K | 2.14% | 32 |
|
|
2019
Q1 | $2.94M | Buy |
11,895
+110
| +0.9% | +$27.2K | 2.27% | 29 |
|
|
2018
Q4 | $2.94M | Sell |
11,785
-165
| -1% | -$41.1K | 2.49% | 16 |
|
|
2018
Q3 | $3.18M | Sell |
11,950
-2,040
| -15% | -$543K | 2.39% | 16 |
|
|
2018
Q2 | $3.43M | Sell |
13,990
-25
| -0.2% | -$6.13K | 2.7% | 9 |
|
|
2018
Q1 | $3M | Sell |
14,015
-570
| -4% | -$122K | 2.43% | 11 |
|
|
2017
Q4 | $3.22M | Sell |
14,585
-15
| -0.1% | -$3.31K | 2.39% | 9 |
|
|
2017
Q3 | $2.86M | Sell |
14,600
-485
| -3% | -$95K | 2.35% | 9 |
|
|
2017
Q2 | $2.8M | Buy |
+15,085
| New | +$2.8M | 2.52% | 8 |
|