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Carl P. Sherr & Co’s UnitedHealth UNH Stock Holding History

Carl P. Sherr & Co’s Portfolio UNH Stock Details UNH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Hold
645
– – 0.1% 114
2025
Q1 		$338K Buy
+645
New +$338K 0.18% 89
2022
Q4 		– Sell
-407
Closed -$206K – 119
2022
Q3 		$206K Buy
+407
New +$206K 0.16% 107