CIA
Concurrent Investment Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.77M | Sell |
24,910
-794
| -3% | -$248K | 0.15% | 145 |
|
|
2025
Q1 | $13.5M | Buy |
25,704
+4,371
| +20% | +$2.29M | 0.33% | 61 |
|
|
2024
Q4 | $10.8M | Sell |
21,333
-666
| -3% | -$337K | 0.29% | 78 |
|
|
2024
Q3 | $12.9M | Buy |
21,999
+920
| +4% | +$538K | 0.38% | 58 |
|
|
2024
Q2 | $10.7M | Buy |
21,079
+6,501
| +45% | +$3.31M | 0.35% | 63 |
|
|
2024
Q1 | $7.21M | Buy |
14,578
+1,112
| +8% | +$550K | 0.29% | 79 |
|
|
2023
Q4 | $7.09M | Buy |
+13,466
| New | +$7.09M | 0.33% | 71 |
|