Concord Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
5,137
-313
| -6% | -$97.6K | 0.23% | 98 |
|
|
2025
Q1 | $2.85M | Sell |
5,450
-2,112
| -28% | -$1.11M | 0.47% | 55 |
|
|
2024
Q4 | $3.83M | Buy |
7,562
+502
| +7% | +$254K | 0.63% | 37 |
|
|
2024
Q3 | $4.13M | Buy |
7,060
+476
| +7% | +$278K | 0.69% | 39 |
|
|
2024
Q2 | $3.35M | Buy |
6,584
+644
| +11% | +$328K | 0.59% | 42 |
|
|
2024
Q1 | $2.94M | Buy |
5,940
+1,150
| +24% | +$569K | 0.53% | 47 |
|
|
2023
Q4 | $2.52M | Buy |
4,790
+1,379
| +40% | +$726K | 0.5% | 49 |
|
|
2023
Q3 | $1.72M | Buy |
3,411
+566
| +20% | +$285K | 0.37% | 48 |
|
|
2023
Q2 | $1.37M | Buy |
2,845
+1,274
| +81% | +$612K | 0.29% | 56 |
|
|
2023
Q1 | $742K | Buy |
1,571
+785
| +100% | +$371K | 0.21% | 67 |
|
|
2022
Q4 | $417K | Sell |
786
-933
| -54% | -$495K | 0.13% | 101 |
|
|
2022
Q3 | $868K | Sell |
1,719
-149
| -8% | -$75.2K | 0.28% | 53 |
|
|
2022
Q2 | $960K | Buy |
1,868
+289
| +18% | +$149K | 0.26% | 52 |
|
|
2022
Q1 | $805K | Buy |
1,579
+48
| +3% | +$24.5K | 0.21% | 68 |
|
|
2021
Q4 | $769K | Buy |
1,531
+961
| +169% | +$483K | 0.19% | 65 |
|
|
2021
Q3 | $223K | Sell |
570
-704
| -55% | -$275K | 0.09% | 83 |
|
|
2021
Q2 | $510K | Buy |
1,274
+197
| +18% | +$78.9K | 0.15% | 65 |
|
|
2021
Q1 | $401K | Buy |
1,077
+880
| +447% | +$328K | 0.14% | 77 |
|
|
2020
Q4 | $69K | Buy |
+197
| New | +$69K | 0.05% | 170 |
|