Curbstone Financial Management Corp’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 | $610K | Hold |
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|
2024
Q4 | $589K | Hold |
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|
2024
Q3 | $681K | Sell |
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|
2024
Q2 | $614K | Hold |
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|
2024
Q1 | $597K | Sell |
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|
2023
Q4 | $645K | Sell |
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|
2023
Q3 | $621K | Sell |
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|
2023
Q2 | $600K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $623K | Sell |
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|
2022
Q3 | $1.61M | Sell |
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|
2022
Q2 | $1.66M | Hold |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $1.65M | Hold |
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|
2021
Q3 | $1.28M | Hold |
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|
2021
Q2 | $1.31M | Hold |
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|
2021
Q1 | $1.22M | Hold |
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|
2020
Q4 | $1.15M | Hold |
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|
2020
Q3 | $1.02M | Hold |
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|
2020
Q2 | $968K | Sell |
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|
2020
Q1 | $838K | Buy |
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|
2019
Q4 | $911K | Sell |
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|
2019
Q3 | $702K | Hold |
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|
2019
Q2 | $788K | Sell |
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|
2019
Q1 | $816K | Hold |
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|
2018
Q4 | $822K | Hold |
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|
2018
Q3 | $878K | Hold |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $781K | Buy |
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|
2017
Q4 | $402K | Sell |
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|
2017
Q3 | $744K | Buy |
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|
2017
Q2 | $403K | Hold |
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|
2017
Q1 | $357K | Sell |
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|
2016
Q4 | $372K | Sell |
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|
2016
Q3 | $588K | Sell |
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|
2016
Q2 | $720K | Hold |
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|
2016
Q1 | $657K | Sell |
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|
2015
Q4 | $641K | Buy |
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|
2015
Q3 | $339K | Hold |
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|
2015
Q2 | $357K | Sell |
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|
2015
Q1 | $367K | Buy |
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|
2014
Q4 | $308K | Buy |
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|
2014
Q3 | $254K | Sell |
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|
2014
Q2 | $249K | Sell |
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|
2014
Q1 | $257K | Buy |
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