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 587 shares of UNH stock, worth $350,726. This represents 0.07% of its overall portfolio holdings.

Number of Shares
587
Previous 657 10.65%
Holding current value
$350,726
Previous $334,000 2.69%
% of portfolio
0.07%
Previous 0.09%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$488.01 - $604.18 $34,160 - $42,292
-70 Reduced 10.65%
587 $343,000
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 $559B
  • 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
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