Orion Capital Management’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.38K Hold
2025
Q2
$1.25K Sell
2025
Q1
$72.8K Sell
2024
Q4
$333K Sell
2024
Q3
$403K Hold
2024
Q2
$351K Sell
2024
Q1
$361K Sell
2023
Q4
$402K Buy
2023
Q3
$273K Buy
2023
Q2
$257K Buy
2023
Q1
$220K Buy
2022
Q4
$215K Buy
2022
Q3
$171K Buy
2022
Q2
$126K Hold
2022
Q1
$125K Hold
2021
Q4
$123K Hold
2021
Q3
$96K Buy
2021
Q2
$88K Hold
2021
Q1
$82K Buy
2020
Q4
$53K Buy