A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,126 shares of UNH stock, worth $693,402. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,126
Previous 730 54.25%
Holding current value
$693,402
Previous $371,000 77.36%
% of portfolio
0.22%
Previous 0.14%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$488.01 - $604.18 $193,251 - $239,255
396 Added 54.25%
1,126 $658,000
Q2 2024

Jul 23, 2024

SELL
$439.2 - $524.63 $19,764 - $23,608
-45 Reduced 5.81%
730 $371,000
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $37,808 - $43,633
80 Added 11.51%
775 $383,000
Q4 2023

Jan 23, 2024

BUY
$509.47 - $552.97 $27,001 - $29,307
53 Added 8.26%
695 $365,000
Q3 2023

Oct 13, 2023

SELL
$447.75 - $510.93 $26,417 - $30,144
-59 Reduced 8.42%
642 $323,000
Q2 2023

Jul 25, 2023

SELL
$458.49 - $526.23 $15,130 - $17,365
-33 Reduced 4.5%
701 $336,000
Q1 2023

Apr 28, 2023

SELL
$460.33 - $518.33 $1,380 - $1,554
-3 Reduced 0.41%
734 $346,000
Q4 2022

Jan 23, 2023

SELL
$498.86 - $555.15 $3,492 - $3,886
-7 Reduced 0.94%
737 $0
Q3 2022

Nov 01, 2022

BUY
$501.24 - $549.95 $98,744 - $108,340
197 Added 36.01%
744 $376,000
Q2 2022

Jul 22, 2022

SELL
$452.06 - $546.01 $70,069 - $84,631
-155 Reduced 22.08%
547 $281,000
Q1 2022

Apr 22, 2022

SELL
$455.89 - $520.82 $14,132 - $16,145
-31 Reduced 4.23%
702 $358,000
Q4 2021

Jan 26, 2022

BUY
$387.01 - $505.58 $11,997 - $15,672
31 Added 4.42%
733 $368,000
Q3 2021

Oct 26, 2021

BUY
$390.74 - $429.71 $59,783 - $65,745
153 Added 27.87%
702 $274,000
Q2 2021

Jul 26, 2021

BUY
$364.37 - $420.89 $200,039 - $231,068
549 New
549 $220,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $576B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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