Concourse Financial Group Securities’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,790
| Closed | -$6.13M | – | 7927 |
|
|
2024
Q4 | $6.13M | Sell |
11,790
-28
| -0.2% | -$14.6K | 0.35% | 63 |
|
|
2024
Q3 | $6.91M | Sell |
11,818
-296
| -2% | -$173K | 0.41% | 47 |
|
|
2024
Q2 | $6.17M | Sell |
12,114
-123
| -1% | -$62.6K | 0.39% | 52 |
|
|
2024
Q1 | $6.05M | Buy |
12,237
+1,033
| +9% | +$511K | 0.39% | 53 |
|
|
2023
Q4 | $5.9M | Buy |
11,204
+120
| +1% | +$63.2K | 0.42% | 45 |
|
|
2023
Q3 | $5.59M | Buy |
11,084
+92
| +0.8% | +$46.4K | 0.43% | 46 |
|
|
2023
Q2 | $5.28M | Buy |
10,992
+582
| +6% | +$280K | 0.4% | 52 |
|
|
2023
Q1 | $4.92M | Buy |
10,410
+460
| +5% | +$217K | 0.38% | 60 |
|
|
2022
Q4 | $5.28M | Sell |
9,950
-15
| -0.2% | -$7.95K | 0.43% | 50 |
|
|
2022
Q3 | $5.03M | Buy |
9,965
+77
| +0.8% | +$38.9K | 0.48% | 43 |
|
|
2022
Q2 | $5.08M | Buy |
9,888
+1,414
| +17% | +$726K | 0.43% | 45 |
|
|
2022
Q1 | $4.32M | Sell |
8,474
-1,631
| -16% | -$832K | 0.32% | 74 |
|
|
2021
Q4 | $5.07M | Buy |
10,105
+893
| +10% | +$448K | 0.29% | 77 |
|
|
2021
Q3 | $3.6M | Buy |
9,212
+447
| +5% | +$175K | 0.22% | 101 |
|
|
2021
Q2 | $3.51M | Buy |
8,765
+501
| +6% | +$201K | 0.22% | 98 |
|
|
2021
Q1 | $3.08M | Buy |
8,264
+561
| +7% | +$209K | 0.22% | 102 |
|
|
2020
Q4 | $2.7M | Buy |
7,703
+825
| +12% | +$289K | 0.2% | 109 |
|
|
2020
Q3 | $2.14M | Buy |
6,878
+16
| +0.2% | +$4.99K | 0.19% | 114 |
|
|
2020
Q2 | $2.02M | Buy |
6,862
+192
| +3% | +$56.6K | 0.2% | 106 |
|
|
2020
Q1 | $1.66M | Buy |
6,670
+750
| +13% | +$187K | 0.18% | 118 |
|
|
2019
Q4 | $1.74M | Buy |
5,920
+4,211
| +246% | +$1.24M | 0.17% | 111 |
|
|
2019
Q3 | $371K | Sell |
1,709
-3,244
| -65% | -$704K | 0.09% | 172 |
|
|
2019
Q2 | $1.21M | Buy |
4,953
+324
| +7% | +$79K | 0.12% | 133 |
|
|
2019
Q1 | $1.14M | Buy |
4,629
+1,336
| +41% | +$330K | 0.12% | 146 |
|
|
2018
Q4 | $820K | Buy |
3,293
+2,720
| +475% | +$677K | 0.1% | 185 |
|
|
2018
Q3 | $152K | Buy |
+573
| New | +$152K | 0.04% | 329 |
|