Codex Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.57M | Hold |
2,700
| – | – | 0.77% | 31 |
|
|
2023
Q4 | $1.42M | Hold |
2,700
| – | – | 0.83% | 31 |
|
|
2023
Q3 | $1.36M | Hold |
2,700
| – | – | 0.88% | 31 |
|
|
2023
Q2 | $1.3M | Hold |
2,700
| – | – | 0.84% | 30 |
|
|
2023
Q1 | $1.28M | Hold |
2,700
| – | – | 0.88% | 30 |
|
|
2022
Q4 | $1.43M | Hold |
2,700
| – | – | 1.2% | 27 |
|
|
2022
Q3 | $1.36M | Hold |
2,700
| – | – | 1.17% | 28 |
|
|
2022
Q2 | $1.38M | Hold |
2,700
| – | – | 0.84% | 31 |
|
|
2022
Q1 | $1.38M | Buy |
2,700
+1,000
| +59% | +$510K | 0.85% | 31 |
|
|
2021
Q4 | $850K | Hold |
1,700
| – | – | 0.44% | 34 |
|
|
2021
Q3 | $663K | Hold |
1,700
| – | – | 0.36% | 35 |
|
|
2021
Q2 | $680K | Buy |
+1,700
| New | +$680K | 0.36% | 36 |
|