CFP
Curran Financial Partners’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Buy |
962
+206
| +27% | +$64.3K | 0.07% | 100 |
|
|
2025
Q1 | $396K | Buy |
756
+29
| +4% | +$15.2K | 0.1% | 70 |
|
|
2024
Q4 | $368K | Buy |
727
+143
| +24% | +$72.4K | 0.1% | 71 |
|
|
2024
Q3 | $342K | Buy |
584
+7
| +1% | +$4.09K | 0.1% | 72 |
|
|
2024
Q2 | $294K | Buy |
577
+7
| +1% | +$3.57K | 0.1% | 70 |
|
|
2024
Q1 | $282K | Hold |
570
| – | – | 0.1% | 69 |
|
|
2023
Q4 | $293K | Sell |
570
-35
| -6% | -$18K | 0.11% | 64 |
|
|
2023
Q3 | $305K | Hold |
605
| – | – | 0.13% | 56 |
|
|
2023
Q2 | $291K | Buy |
605
+18
| +3% | +$8.66K | 0.13% | 61 |
|
|
2023
Q1 | $277K | Buy |
587
+38
| +7% | +$18K | 0.13% | 59 |
|
|
2022
Q4 | $291K | Sell |
549
-148
| -21% | -$78.5K | 0.14% | 59 |
|
|
2022
Q3 | $352K | Buy |
697
+15
| +2% | +$7.58K | 0.18% | 44 |
|
|
2022
Q2 | $350K | Buy |
682
+6
| +0.9% | +$3.08K | 0.17% | 48 |
|
|
2022
Q1 | $345K | Hold |
676
| – | – | 0.14% | 60 |
|
|
2021
Q4 | $339K | Buy |
676
+23
| +4% | +$11.5K | 0.14% | 56 |
|
|
2021
Q3 | $256K | Buy |
653
+10
| +2% | +$3.92K | 0.13% | 51 |
|
|
2021
Q2 | $257K | Sell |
643
-62
| -9% | -$24.8K | 0.14% | 59 |
|
|
2021
Q1 | $262K | Hold |
705
| – | – | 0.19% | 53 |
|
|
2020
Q4 | $247K | Buy |
+705
| New | +$247K | 0.21% | 49 |
|