UnitedHealth shares owned by Curi Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $12M | 24k | 526.48 |
| 2023-09-30 | $13M | 26k | 504.19 |
| 2023-06-30 | $13M | 28k | 480.63 |
| 2023-03-31 | $14M | 30k | 472.59 |
| 2022-12-31 | $18M | 33k | 530.17 |
| 2022-09-30 | $18M | 35k | 505.03 |
| 2022-06-30 | $20M | 39k | 513.63 |
| 2022-03-31 | $19M | 38k | 509.95 |
| 2021-12-31 | $20M | 41k | 502.14 |
| 2021-09-30 | $479k | 1.2k | 390.70 |
| 2021-06-30 | $488k | 1.2k | 400.00 |
| 2021-03-31 | $453k | 1.2k | 371.62 |
| 2020-12-31 | $385k | 1.1k | 350.32 |