Baer Investment Advisory’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-4,065
Closed -$3.14M 27
2024
Q4
$3.14M Buy
+4,065
New +$3.14M 3.39% 18