ACM
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Avalon Capital Management’s UnitedHealth UNH Stock Holding History

Avalon Capital Management’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-554
Closed -$324K – 150
2024
Q3 		$324K Buy
554
+93
+20% +$52.6K 0.1% 103
2024
Q2 		$235K Buy
+461
New +$226K 0.07% 109
2014
Q3 		– Sell
-11,008
Closed -$900K – 102
2014
Q2 		$900K Sell
11,008
-20
-0.2% -$1.57K 0.75% 49
2014
Q1 		$904K Buy
11,028
+1,008
+10% +$75.9K 0.73% 52
2013
Q4 		$755K Hold
10,020
– – 0.64% 51
2013
Q3 		$718K Sell
10,020
-8,870
-47% -$635K 0.71% 43
2013
Q2 		$1.24M Buy
+18,890
New +$1.18M 1.22% 25

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JP Morgan Chase
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Wellington Management Group
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T. Rowe Price Associates
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Geode Capital Management
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