A detailed history of Concentric Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Concentric Wealth Management, LLC holds 657 shares of UNH stock, worth $379,134. This represents 0.09% of its overall portfolio holdings.

Number of Shares
657
Previous 640 2.66%
Holding current value
$379,134
Previous $316,000 5.7%
% of portfolio
0.09%
Previous 0.08%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$439.2 - $524.63 $7,466 - $8,918
17 Added 2.66%
657 $334,000
Q1 2024

May 08, 2024

BUY
$472.6 - $545.42 $66,164 - $76,358
140 Added 28.0%
640 $316,000
Q2 2022

Aug 12, 2022

SELL
$452.06 - $546.01 $39,329 - $47,502
-87 Reduced 14.82%
500 $257,000
Q1 2022

Apr 14, 2022

BUY
$455.89 - $520.82 $2,735 - $3,124
6 Added 1.03%
587 $299,000
Q4 2021

Feb 10, 2022

SELL
$387.01 - $505.58 $26,703 - $34,885
-69 Reduced 10.62%
581 $292,000
Q1 2021

May 14, 2021

SELL
$324.34 - $379.06 $16,216 - $18,953
-50 Reduced 7.14%
650 $242,000
Q2 2020

Aug 11, 2020

SELL
$229.49 - $311.85 $28,686 - $38,981
-125 Reduced 15.15%
700 $206,000
Q4 2019

Feb 10, 2020

BUY
$215.36 - $295.97 $177,672 - $244,175
825 New
825 $243,000
Q3 2019

Nov 06, 2019

SELL
$215.26 - $266.65 $193,734 - $239,984
-900 Closed
0 $0
Q2 2018

Aug 06, 2018

BUY
$217.2 - $255.98 $195,480 - $230,382
900 New
900 $221,000
Q1 2018

May 03, 2018

SELL
$212.55 - $248.47 $212,550 - $248,470
-1,000 Closed
0 $0
Q4 2017

Feb 06, 2018

BUY
$192.52 - $228.17 $192,520 - $228,170
1,000
1,000 $220,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $540B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
Track This Portfolio

Track Concentric Wealth Management, LLC Portfolio

Follow Concentric Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentric Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concentric Wealth Management, LLC with notifications on news.