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UnitedHealth shares owned by Benedict Financial Advisors

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Benedict Financial Advisors from 13F filings

Historical chart of Benedict Financial Advisors investment in UnitedHealth

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All positions including UnitedHealth held by Benedict Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Benedict Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $531k 1.1k 494.78
2023-12-31 $457k 867 526.69
2023-09-30 $436k 864 504.44
2023-06-30 $294k 612 480.26
2023-03-31 $288k 609 472.69
2022-12-31 $322k 607 530.21
2022-09-30 $306k 605 505.79
2022-06-30 $310k 603 514.10
2022-03-31 $307k 601 510.82
2021-12-31 $301k 600 501.67
2021-09-30 $234k 598 391.30
2021-06-30 $275k 686 400.87
2021-03-31 $281k 756 371.69
2020-12-31 $239k 681 350.95
2020-09-30 $212k 679 312.22