Curi Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-23,498
| Closed | -$12.4M | – | 142 |
|
|
2023
Q4 | $12.4M | Sell |
23,498
-2,486
| -10% | -$1.31M | 1.71% | 17 |
|
|
2023
Q3 | $13.1M | Sell |
25,984
-1,926
| -7% | -$971K | 2.01% | 13 |
|
|
2023
Q2 | $13.4M | Sell |
27,910
-1,584
| -5% | -$761K | 1.81% | 15 |
|
|
2023
Q1 | $13.9M | Sell |
29,494
-3,915
| -12% | -$1.85M | 2% | 15 |
|
|
2022
Q4 | $17.7M | Sell |
33,409
-1,391
| -4% | -$737K | 2.48% | 9 |
|
|
2022
Q3 | $17.6M | Sell |
34,800
-3,656
| -10% | -$1.85M | 2.91% | 5 |
|
|
2022
Q2 | $19.8M | Buy |
38,456
+480
| +1% | +$247K | 3.8% | 3 |
|
|
2022
Q1 | $19.4M | Sell |
37,976
-2,712
| -7% | -$1.38M | 3.35% | 3 |
|
|
2021
Q4 | $20.4M | Buy |
40,688
+39,462
| +3,219% | +$19.8M | 3.53% | 5 |
|
|
2021
Q3 | $479K | Buy |
1,226
+6
| +0.5% | +$2.34K | 0.22% | 43 |
|
|
2021
Q2 | $488K | Buy |
1,220
+1
| +0.1% | +$400 | 0.24% | 44 |
|
|
2021
Q1 | $453K | Buy |
1,219
+120
| +11% | +$44.6K | 0.29% | 41 |
|
|
2020
Q4 | $385K | Buy |
+1,099
| New | +$385K | 0.28% | 45 |
|