Bretton 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
$5.21M Buy
16,700
+6,500
+64% +$2.03M 4.7% 11
2025
Q1
$5.34M Buy
10,200
+400
+4% +$210K 5.06% 8
2024
Q4
$4.96M Hold
9,800
4.77% 12
2024
Q3
$5.73M Buy
+9,800
New +$5.73M 5.47% 6