Curi RMB Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.52M | Sell |
8,065
-70,183
| -90% | -$21.9M | 0.05% | 293 |
|
|
2025
Q1 | $41M | Sell |
78,248
-10,719
| -12% | -$5.61M | 1.01% | 19 |
|
|
2024
Q4 | $45M | Buy |
88,967
+1,941
| +2% | +$982K | 1.04% | 19 |
|
|
2024
Q3 | $50.9M | Sell |
87,026
-1,355
| -2% | -$792K | 1.16% | 16 |
|
|
2024
Q2 | $45M | Buy |
88,381
+892
| +1% | +$454K | 1.08% | 18 |
|
|
2024
Q1 | $43.3M | Buy |
87,489
+32,593
| +59% | +$16.1M | 0.99% | 19 |
|
|
2023
Q4 | $28.9M | Sell |
54,896
-5,283
| -9% | -$2.78M | 0.88% | 28 |
|
|
2023
Q3 | $30.3M | Buy |
60,179
+814
| +1% | +$410K | 1.04% | 22 |
|
|
2023
Q2 | $28.5M | Buy |
59,365
+2,105
| +4% | +$1.01M | 0.94% | 25 |
|
|
2023
Q1 | $27.1M | Buy |
57,260
+910
| +2% | +$430K | 0.95% | 28 |
|
|
2022
Q4 | $29.9M | Sell |
56,350
-4,114
| -7% | -$2.18M | 1.06% | 19 |
|
|
2022
Q3 | $30.5M | Sell |
60,464
-3,480
| -5% | -$1.76M | 1.14% | 17 |
|
|
2022
Q2 | $32.8M | Sell |
63,944
-5,518
| -8% | -$2.83M | 1.13% | 22 |
|
|
2022
Q1 | $35.4M | Buy |
69,462
+501
| +0.7% | +$255K | 1.12% | 25 |
|
|
2021
Q4 | $34.6M | Sell |
68,961
-11
| -0% | -$5.52K | 1.04% | 28 |
|
|
2021
Q3 | $27M | Buy |
68,972
+1,567
| +2% | +$612K | 0.88% | 33 |
|
|
2021
Q2 | $27M | Buy |
67,405
+4,916
| +8% | +$1.97M | 0.9% | 30 |
|
|
2021
Q1 | $23.3M | Buy |
62,489
+673
| +1% | +$250K | 0.86% | 33 |
|
|
2020
Q4 | $21.7M | Buy |
61,816
+474
| +0.8% | +$166K | 0.79% | 31 |
|
|
2020
Q3 | $19.1M | Buy |
61,342
+82
| +0.1% | +$25.6K | 0.83% | 31 |
|
|
2020
Q2 | $18.1M | Sell |
61,260
-2,174
| -3% | -$641K | 0.8% | 28 |
|
|
2020
Q1 | $15.8M | Sell |
63,434
-5,029
| -7% | -$1.25M | 0.75% | 29 |
|
|
2019
Q4 | $20.1M | Sell |
68,463
-13,092
| -16% | -$3.85M | 0.56% | 31 |
|
|
2019
Q3 | $17.7M | Buy |
81,555
+6,910
| +9% | +$1.5M | 0.47% | 36 |
|
|
2019
Q2 | $18.2M | Buy |
74,645
+12,920
| +21% | +$3.15M | 0.46% | 37 |
|
|
2019
Q1 | $15.3M | Buy |
61,725
+8,072
| +15% | +$2M | 0.39% | 48 |
|
|
2018
Q4 | $13.4M | Buy |
53,653
+898
| +2% | +$224K | 0.34% | 61 |
|
|
2018
Q3 | $14M | Buy |
52,755
+1,085
| +2% | +$289K | 0.34% | 74 |
|
|
2018
Q2 | $12.7M | Sell |
51,670
-3,183
| -6% | -$781K | 0.3% | 76 |
|
|
2018
Q1 | $11.7M | Buy |
54,853
+37,821
| +222% | +$8.09M | 0.3% | 77 |
|
|
2017
Q4 | $3.76M | Buy |
17,032
+4,600
| +37% | +$1.01M | 0.1% | 253 |
|
|
2017
Q3 | $2.44M | Sell |
12,432
-28
| -0.2% | -$5.48K | 0.06% | 309 |
|
|
2017
Q2 | $2.31M | Sell |
12,460
-10,775
| -46% | -$2M | 0.07% | 323 |
|
|
2017
Q1 | $3.81M | Buy |
23,235
+6,622
| +40% | +$1.09M | 0.16% | 141 |
|
|
2016
Q4 | $2.66M | Sell |
16,613
-1,141
| -6% | -$183K | 0.14% | 145 |
|
|
2016
Q3 | $2.49M | Buy |
17,754
+14,921
| +527% | +$2.09M | 0.14% | 151 |
|
|
2016
Q2 | $400K | Sell |
2,833
-62
| -2% | -$8.75K | 0.02% | 302 |
|
|
2016
Q1 | $373K | Buy |
2,895
+754
| +35% | +$97.1K | 0.02% | 272 |
|
|
2015
Q4 | $251K | Buy |
2,141
+329
| +18% | +$38.6K | 0.01% | 350 |
|
|
2015
Q3 | $210K | Buy |
1,812
+53
| +3% | +$6.14K | 0.01% | 381 |
|
|
2015
Q2 | $215K | Buy |
1,759
+16
| +0.9% | +$1.96K | 0.01% | 393 |
|
|
2015
Q1 | $206K | Buy |
+1,743
| New | +$206K | 0.01% | 440 |
|
|
2014
Q3 | – | Sell |
-3,220
| Closed | -$263K | – | 439 |
|
|
2014
Q2 | $263K | Hold |
3,220
| – | – | 0.02% | 373 |
|
|
2014
Q1 | $264K | Buy |
3,220
+75
| +2% | +$6.15K | 0.02% | 319 |
|
|
2013
Q4 | $237K | Sell |
3,145
-158
| -5% | -$11.9K | 0.02% | 322 |
|
|
2013
Q3 | $236K | Buy |
+3,303
| New | +$236K | 0.02% | 333 |
|