Curated Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | $260K | Buy |
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|
2024
Q3 | $298K | Buy |
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|
2024
Q2 | $231K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $417K | Sell |
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|
2022
Q2 | $445K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $371K | Buy |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $294K | Sell |
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|
2021
Q1 | $286K | Buy |
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|
2020
Q4 | $264K | Buy |
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