CAMV
Concord Asset Management (Virginia)’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Buy |
5,137
+2
| +0% | +$624 | 0.24% | 98 |
|
|
2025
Q1 | $2.2M | Sell |
5,135
-2,412
| -32% | -$1.03M | 0.48% | 55 |
|
|
2024
Q4 | $3.82M | Buy |
7,547
+245
| +3% | +$124K | 0.84% | 30 |
|
|
2024
Q3 | $4.27M | Buy |
7,302
+748
| +11% | +$437K | 0.96% | 29 |
|
|
2024
Q2 | $3.34M | Buy |
6,554
+733
| +13% | +$373K | 0.83% | 35 |
|
|
2024
Q1 | $2.88M | Buy |
5,821
+1,097
| +23% | +$543K | 0.76% | 38 |
|
|
2023
Q4 | $2.49M | Buy |
4,724
+1,717
| +57% | +$904K | 0.73% | 36 |
|
|
2023
Q3 | $1.52M | Buy |
3,007
+860
| +40% | +$434K | 0.51% | 39 |
|
|
2023
Q2 | $1.03M | Buy |
2,147
+362
| +20% | +$174K | 0.36% | 43 |
|
|
2023
Q1 | $844K | Buy |
+1,785
| New | +$844K | 0.35% | 40 |
|