UnitedHealth shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $658k | 1.1k | 584.43 |
| 2024-06-30 | $372k | 730 | 509.24 |
| 2024-03-31 | $383k | 775 | 494.55 |
| 2023-12-31 | $366k | 695 | 526.15 |
| 2023-09-30 | $324k | 642 | 504.10 |
| 2023-06-30 | $337k | 701 | 480.55 |
| 2023-03-31 | $347k | 734 | 472.43 |
| 2022-12-31 | $391k | 737 | 530.01 |
| 2022-09-30 | $376k | 744 | 505.38 |
| 2022-06-30 | $281k | 547 | 513.71 |
| 2022-03-31 | $358k | 702 | 509.97 |
| 2021-12-31 | $368k | 733 | 502.05 |
| 2021-09-30 | $274k | 702 | 390.31 |
| 2021-06-30 | $220k | 549 | 400.73 |
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