Birch Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
6,441
-110
| -2% | -$34.3K | 1.03% | 27 |
|
|
2025
Q1 | $3.43M | Sell |
6,551
-303
| -4% | -$159K | 1.78% | 21 |
|
|
2024
Q4 | $3.47M | Sell |
6,854
-203
| -3% | -$103K | 1.75% | 22 |
|
|
2024
Q3 | $4.13M | Sell |
7,057
-9
| -0.1% | -$5.26K | 2.02% | 16 |
|
|
2024
Q2 | $3.6M | Sell |
7,066
-3
| -0% | -$1.53K | 1.87% | 17 |
|
|
2024
Q1 | $3.5M | Sell |
7,069
-89
| -1% | -$44K | 1.82% | 17 |
|
|
2023
Q4 | $3.77M | Buy |
7,158
+346
| +5% | +$182K | 2.16% | 17 |
|
|
2023
Q3 | $3.43M | Buy |
6,812
+594
| +10% | +$299K | 2.17% | 17 |
|
|
2023
Q2 | $2.99M | Buy |
6,218
+29
| +0.5% | +$13.9K | 1.82% | 21 |
|
|
2023
Q1 | $2.92M | Hold |
6,189
| – | – | 1.88% | 19 |
|
|
2022
Q4 | $3.28M | Sell |
6,189
-314
| -5% | -$166K | 2.26% | 17 |
|
|
2022
Q3 | $3.28M | Sell |
6,503
-161
| -2% | -$81.3K | 2.48% | 13 |
|
|
2022
Q2 | $3.42M | Hold |
6,664
| – | – | 2.44% | 15 |
|
|
2022
Q1 | $3.4M | Hold |
6,664
| – | – | 2.09% | 17 |
|
|
2021
Q4 | $3.35M | Hold |
6,664
| – | – | 2.01% | 17 |
|
|
2021
Q3 | $2.6M | Hold |
6,664
| – | – | 1.77% | 20 |
|
|
2021
Q2 | $2.67M | Hold |
6,664
| – | – | 1.81% | 19 |
|
|
2021
Q1 | $2.48M | Hold |
6,664
| – | – | 1.82% | 20 |
|
|
2020
Q4 | $2.34M | Sell |
6,664
-906
| -12% | -$318K | 1.78% | 22 |
|
|
2020
Q3 | $2.36M | Sell |
7,570
-424
| -5% | -$132K | 2.05% | 20 |
|
|
2020
Q2 | $2.36M | Sell |
7,994
-185
| -2% | -$54.6K | 2.21% | 18 |
|
|
2020
Q1 | $2.04M | Buy |
8,179
+122
| +2% | +$30.4K | 2.35% | 17 |
|
|
2019
Q4 | $2.37M | Buy |
+8,057
| New | +$2.37M | 2.32% | 16 |
|