Concord Wealth 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 | $1.76M | Sell |
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|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $2.85M | Sell |
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|
2024
Q4 | $3.83M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $1.72M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $742K | Buy |
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|
2022
Q4 | $417K | Sell |
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|
2022
Q3 | $868K | Sell |
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|
2022
Q2 | $960K | Buy |
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|
2022
Q1 | $805K | Buy |
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|
2021
Q4 | $769K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $510K | Buy |
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|
2021
Q1 | $401K | Buy |
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|
2020
Q4 | $69K | Buy |
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