Curated Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-786
| Closed | -$412K | – | 167 |
|
|
2025
Q1 | $412K | Buy |
786
+272
| +53% | +$142K | 0.05% | 100 |
|
|
2024
Q4 | $260K | Buy |
514
+4
| +0.8% | +$2.02K | 0.03% | 127 |
|
|
2024
Q3 | $298K | Buy |
510
+57
| +13% | +$33.3K | 0.04% | 107 |
|
|
2024
Q2 | $231K | Buy |
+453
| New | +$231K | 0.03% | 123 |
|
|
2023
Q2 | – | Sell |
-736
| Closed | -$348K | – | 141 |
|
|
2023
Q1 | $348K | Sell |
736
-20
| -3% | -$9.45K | 0.08% | 86 |
|
|
2022
Q4 | $401K | Sell |
756
-70
| -8% | -$37.1K | 0.1% | 77 |
|
|
2022
Q3 | $417K | Sell |
826
-41
| -5% | -$20.7K | 0.12% | 69 |
|
|
2022
Q2 | $445K | Buy |
867
+130
| +18% | +$66.7K | 0.13% | 72 |
|
|
2022
Q1 | $371K | Hold |
737
| – | – | 0.13% | 89 |
|
|
2021
Q4 | $371K | Buy |
737
+5
| +0.7% | +$2.52K | 0.12% | 92 |
|
|
2021
Q3 | $286K | Sell |
732
-1
| -0.1% | -$391 | 0.16% | 112 |
|
|
2021
Q2 | $294K | Sell |
733
-35
| -5% | -$14K | 0.16% | 112 |
|
|
2021
Q1 | $286K | Buy |
768
+15
| +2% | +$5.59K | 0.18% | 109 |
|
|
2020
Q4 | $264K | Buy |
+753
| New | +$264K | 0.17% | 118 |
|