Campion Asset 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 | – | Sell |
-1,747
| Closed | -$915K | – | 85 |
|
|
2025
Q1 | $915K | Sell |
1,747
-70
| -4% | -$36.7K | 0.71% | 28 |
|
|
2024
Q4 | $919K | Sell |
1,817
-13
| -0.7% | -$6.58K | 0.69% | 26 |
|
|
2024
Q3 | $1.07M | Sell |
1,830
-37
| -2% | -$21.6K | 0.79% | 22 |
|
|
2024
Q2 | $951K | Hold |
1,867
| – | – | 0.75% | 24 |
|
|
2024
Q1 | $924K | Buy |
1,867
+7
| +0.4% | +$3.46K | 0.71% | 24 |
|
|
2023
Q4 | $979K | Hold |
1,860
| – | – | 0.83% | 22 |
|
|
2023
Q3 | $938K | Hold |
1,860
| – | – | 0.87% | 23 |
|
|
2023
Q2 | $894K | Sell |
1,860
-10
| -0.5% | -$4.81K | 0.8% | 25 |
|
|
2023
Q1 | $884K | Hold |
1,870
| – | – | 0.83% | 24 |
|
|
2022
Q4 | $991K | Hold |
1,870
| – | – | 0.97% | 23 |
|
|
2022
Q3 | $944K | Hold |
1,870
| – | – | 1% | 24 |
|
|
2022
Q2 | $960K | Hold |
1,870
| – | – | 0.95% | 23 |
|
|
2022
Q1 | $954K | Sell |
1,870
-10
| -0.5% | -$5.1K | 0.81% | 26 |
|
|
2021
Q4 | $944K | Hold |
1,880
| – | – | 0.78% | 26 |
|
|
2021
Q3 | $735K | Hold |
1,880
| – | – | 0.66% | 31 |
|
|
2021
Q2 | $753K | Hold |
1,880
| – | – | 0.63% | 27 |
|
|
2021
Q1 | $699K | Buy |
+1,880
| New | +$699K | 0.53% | 36 |
|