Birch Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.07M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $3.43M | Sell |
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|
2024
Q4 | $3.47M | Sell |
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|
2024
Q3 | $4.13M | Sell |
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|
2024
Q2 | $3.6M | Sell |
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|
2024
Q1 | $3.5M | Sell |
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|
2023
Q4 | $3.77M | Buy |
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|
2023
Q3 | $3.43M | Buy |
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|
2023
Q2 | $2.99M | Buy |
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|
2023
Q1 | $2.92M | Hold |
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|
2022
Q4 | $3.28M | Sell |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.42M | Hold |
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|
2022
Q1 | $3.4M | Hold |
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|
2021
Q4 | $3.35M | Hold |
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|
2021
Q3 | $2.6M | Hold |
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|
2021
Q2 | $2.67M | Hold |
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|
2021
Q1 | $2.48M | Hold |
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|
2020
Q4 | $2.34M | Sell |
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|
2020
Q3 | $2.36M | Sell |
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|
2020
Q2 | $2.36M | Sell |
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|
2020
Q1 | $2.04M | Buy |
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|
2019
Q4 | $2.37M | Buy |
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