Curran Financial Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Sell |
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|
2025
Q2 | $300K | Buy |
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|
2025
Q1 | $396K | Buy |
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|
2024
Q4 | $368K | Buy |
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|
2024
Q3 | $342K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $282K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $291K | Buy |
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|
2023
Q1 | $277K | Buy |
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|
2022
Q4 | $291K | Sell |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $345K | Hold |
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|
2021
Q4 | $339K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $257K | Sell |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $247K | Buy |
|