Orion Capital 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 | $1.25K | Sell |
4
-135
| -97% | -$42.1K | ﹤0.01% | 443 |
|
|
2025
Q1 | $72.8K | Sell |
139
-520
| -79% | -$272K | 0.03% | 208 |
|
|
2024
Q4 | $333K | Sell |
659
-30
| -4% | -$15.2K | 0.15% | 90 |
|
|
2024
Q3 | $403K | Hold |
689
| – | – | 0.2% | 80 |
|
|
2024
Q2 | $351K | Sell |
689
-40
| -5% | -$20.4K | 0.18% | 81 |
|
|
2024
Q1 | $361K | Sell |
729
-34
| -4% | -$16.8K | 0.19% | 81 |
|
|
2023
Q4 | $402K | Buy |
763
+221
| +41% | +$116K | 0.24% | 78 |
|
|
2023
Q3 | $273K | Buy |
542
+7
| +1% | +$3.53K | 0.18% | 94 |
|
|
2023
Q2 | $257K | Buy |
535
+69
| +15% | +$33.2K | 0.17% | 104 |
|
|
2023
Q1 | $220K | Buy |
466
+60
| +15% | +$28.4K | 0.15% | 107 |
|
|
2022
Q4 | $215K | Buy |
406
+68
| +20% | +$36.1K | 0.16% | 104 |
|
|
2022
Q3 | $171K | Buy |
338
+93
| +38% | +$47.1K | 0.14% | 110 |
|
|
2022
Q2 | $126K | Hold |
245
| – | – | 0.1% | 127 |
|
|
2022
Q1 | $125K | Hold |
245
| – | – | 0.08% | 149 |
|
|
2021
Q4 | $123K | Hold |
245
| – | – | 0.07% | 153 |
|
|
2021
Q3 | $96K | Buy |
245
+25
| +11% | +$9.8K | 0.06% | 161 |
|
|
2021
Q2 | $88K | Hold |
220
| – | – | 0.05% | 156 |
|
|
2021
Q1 | $82K | Buy |
220
+70
| +47% | +$26.1K | 0.06% | 143 |
|
|
2020
Q4 | $53K | Buy |
+150
| New | +$53K | 0.04% | 152 |
|