Concentric Capital Strategies’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
+5,236
| New | +$1.63M | 0.07% | 182 |
|
|
2025
Q1 | – | Sell |
-695
| Closed | -$352K | – | 297 |
|
|
2024
Q4 | $352K | Sell |
695
-3,148
| -82% | -$1.59M | 0.02% | 224 |
|
|
2024
Q3 | $2.25M | Buy |
3,843
+1,101
| +40% | +$644K | 0.09% | 156 |
|
|
2024
Q2 | $1.4M | Buy |
+2,742
| New | +$1.4M | 0.07% | 205 |
|
|
2024
Q1 | – | Sell |
-768
| Closed | -$404K | – | 353 |
|
|
2023
Q4 | $404K | Sell |
768
-2,967
| -79% | -$1.56M | 0.05% | 166 |
|
|
2023
Q3 | $1.88M | Buy |
+3,735
| New | +$1.88M | 0.19% | 102 |
|