CCAM
Codex Capital Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$524K | – | 34 |
|
|
2025
Q1 | $524K | Hold |
1,000
| – | – | 0.25% | 33 |
|
|
2024
Q4 | $514K | Sell |
1,000
-1,700
| -63% | -$874K | 0.23% | 34 |
|
|
2024
Q3 | $1.58M | Hold |
2,700
| – | – | 0.7% | 32 |
|
|
2024
Q2 | $1.38M | Buy |
+2,700
| New | +$1.38M | 0.63% | 31 |
|