Curi Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $12.4M | Sell |
|
|||||
|
2023
Q3 | $13.1M | Sell |
|
|||||
|
2023
Q2 | $13.4M | Sell |
|
|||||
|
2023
Q1 | $13.9M | Sell |
|
|||||
|
2022
Q4 | $17.7M | Sell |
|
|||||
|
2022
Q3 | $17.6M | Sell |
|
|||||
|
2022
Q2 | $19.8M | Buy |
|
|||||
|
2022
Q1 | $19.4M | Sell |
|
|||||
|
2021
Q4 | $20.4M | Buy |
|
|||||
|
2021
Q3 | $479K | Buy |
|
|||||
|
2021
Q2 | $488K | Buy |
|
|||||
|
2021
Q1 | $453K | Buy |
|
|||||
|
2020
Q4 | $385K | Buy |
|