Bear Mountain Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5
| Closed | -$2.08K | – | 323 |
|
|
2025
Q1 | $2.08K | Buy |
+5
| New | +$2.08K | ﹤0.01% | 144 |
|
|
2024
Q4 | – | Sell |
-200
| Closed | -$111K | – | 187 |
|
|
2024
Q3 | $111K | Hold |
200
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $102K | Sell |
200
-40
| -17% | -$20.5K | 0.04% | 52 |
|
|
2024
Q1 | $115K | Hold |
240
| – | – | 0.05% | 50 |
|
|
2023
Q4 | $125K | Buy |
+240
| New | +$125K | 0.05% | 49 |
|