Number of Shares
1,000.00
Current Holdings Value*
$523,750.00
% of Portfolio
0.25%
Total Estimate Gain
$-53,753.00
% of Total Estimate Gain
-4.06%

Codex Capital Asset Management L.L.C.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Codex Capital Asset Management L.L.C. held 1,000.00 shares of UnitedHealth Group Inc(UNH), totaling $523,750.00. This investment constitutes 0.25% of their stock portfolio, and Codex Capital Asset Management L.L.C. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q2. In addition, there have been 1 sales at an average price of $567.94 for 1,700.00 shares. Based on historical transaction data and UNH's current price of $304.10, Codex Capital Asset Management L.L.C.'s estimated gain on his UNH holdings is $-53,753.00, reflecting a -4.06% gain to date.

Codex Capital Asset Management L.L.C. UNH ($304.10) Holding Chart

Codex Capital Asset Management L.L.C. UNH ($304.10) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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