Eldred Rock Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-22,295
| Closed | -$11.6M | – | 31 |
|
2025
Q1 | $11.6M | Buy |
22,295
+2,100
| +10% | +$1.09M | 3.55% | 12 |
|
2024
Q4 | $10.2M | Buy |
20,195
+46
| +0.2% | +$23.3K | 3.51% | 14 |
|
2024
Q3 | $11.8M | Buy |
20,149
+843
| +4% | +$493K | 3.94% | 7 |
|
2024
Q2 | $9.83M | Buy |
+19,306
| New | +$9.83M | 4.11% | 11 |
|