Bretton Fund UNH Holdings History

Number of Shares
10,200.00
Current Holdings Value*
$5.34 Mil
% of Portfolio
5.06%
Total Estimate Gain
$-496,652.00
% of Total Estimate Gain
-13.63%

Bretton Fund's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, PFS FUNDS held 10,200.00 shares of UnitedHealth Group Inc(UNH), totaling $5.34 Mil. This investment constitutes 5.06% of their stock portfolio, and PFS FUNDS now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q1. And since then Bretton Fund has made 7 purchases of UNH, at an average price of $357.24, for a total of 10,200.00 shares. Based on historical transaction data and UNH's current price of $308.55, Bretton Fund's estimated gain on his UNH holdings is $-496,652.00, reflecting a -13.63% gain to date.

Bretton Fund UNH ($308.55) Holding Chart

Bretton Fund UNH ($308.55) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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