Concentric Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $335K | Buy |
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|
2024
Q1 | $317K | Buy |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $240K | Hold |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $253K | Hold |
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|
2022
Q2 | $257K | Sell |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $292K | Sell |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $260K | Hold |
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|
2021
Q1 | $242K | Sell |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $218K | Hold |
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|
2020
Q2 | $206K | Sell |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $243K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $220K | Hold |
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|
2019
Q1 | $223K | Hold |
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|
2018
Q4 | $224K | Hold |
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|
2018
Q3 | $239K | Hold |
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|
2018
Q2 | $221K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $220K | Buy |
|