BRCM
Bright Rock Capital Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.36M | Hold |
30,000
| – | – | 1.89% | 20 |
|
|
2025
Q1 | $15.7M | Hold |
30,000
| – | – | 3.31% | 4 |
|
|
2024
Q4 | $15.2M | Hold |
30,000
| – | – | 3.24% | 5 |
|
|
2024
Q3 | $17.5M | Hold |
30,000
| – | – | 3.53% | 4 |
|
|
2024
Q2 | $15.3M | Buy |
30,000
+5,000
| +20% | +$2.55M | 3.22% | 5 |
|
|
2024
Q1 | $12.4M | Hold |
25,000
| – | – | 2.56% | 11 |
|
|
2023
Q4 | $13.2M | Hold |
25,000
| – | – | 2.98% | 7 |
|
|
2023
Q3 | $12.6M | Hold |
25,000
| – | – | 3.08% | 7 |
|
|
2023
Q2 | $12M | Hold |
25,000
| – | – | 2.8% | 10 |
|
|
2023
Q1 | $11.8M | Hold |
25,000
| – | – | 2.95% | 9 |
|
|
2022
Q4 | $13.3M | Hold |
25,000
| – | – | 3.44% | 5 |
|
|
2022
Q3 | $12.6M | Hold |
25,000
| – | – | 3.54% | 2 |
|
|
2022
Q2 | $12.8M | Sell |
25,000
-2,938
| -11% | -$1.51M | 3.47% | 3 |
|
|
2022
Q1 | $14.2M | Hold |
27,938
| – | – | 3.36% | 3 |
|
|
2021
Q4 | $14M | Buy |
27,938
+3,000
| +12% | +$1.51M | 3.18% | 5 |
|
|
2021
Q3 | $9.74M | Hold |
24,938
| – | – | 2.44% | 12 |
|
|
2021
Q2 | $9.99M | Hold |
24,938
| – | – | 2.4% | 10 |
|
|
2021
Q1 | $9.28M | Buy |
+24,938
| New | +$9.28M | 2.37% | 11 |
|