Concord Wealth Partners Unitedhealth Group Inc Transaction History

Concord Wealth Partners

  • $591 Million
  • Q3 2024

A detailed history of Concord Wealth Partners transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Concord Wealth Partners holds 7,060 shares of UNH stock, worth $3.94 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
7,060
Previous 6,584 7.23%
Holding current value
$3.94 Million
Previous $3.35 Million 23.12%
% of portfolio
0.7%
Previous 0.6%

Shares

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

Oct 24, 2024
BUY
$488.01 - $604.18 $232,292 - $287,589
476 Added 7.23%
7,060 $4.13 Million
Q2 2024

Jul 31, 2024
BUY
$439.2 - $524.63 $282,844 - $337,861
644 Added 10.84%
6,584 $3.35 Million
Q1 2024

Apr 30, 2024
BUY
$472.6 - $545.42 $543,490 - $627,233
1,150 Added 24.01%
5,940 $2.94 Million
Q4 2023

Apr 30, 2024
BUY
$509.47 - $552.97 $702,559 - $762,545
1,379 Added 40.43%
4,790 $2.52 Million
Q4 2023

Feb 05, 2024
BUY
$509.47 - $552.97 $702,559 - $762,545
1,379 Added 40.43%
4,790 $2.52 Million
Q3 2023

Apr 30, 2024
SELL
$447.75 - $510.93 $617,447 - $704,572
-1,379 Reduced 28.79%
3,411 $1.72 Million
Q3 2023

Oct 25, 2023
BUY
$447.75 - $510.93 $253,426 - $289,186
566 Added 19.89%
3,411 $1.72 Million
Q2 2023

Aug 07, 2023
BUY
$458.49 - $526.23 $584,116 - $670,417
1,274 Added 81.09%
2,845 $1.37 Million
Q1 2023

Apr 26, 2023
BUY
$460.33 - $518.33 $361,359 - $406,889
785 Added 99.87%
1,571 $742,000
Q4 2022

Jan 27, 2023
SELL
$498.86 - $555.15 $465,436 - $517,954
-933 Reduced 54.28%
786 $416,000
Q3 2022

Nov 10, 2022
SELL
$501.24 - $549.95 $74,684 - $81,942
-149 Reduced 7.98%
1,719 $868,000
Q2 2022

Aug 04, 2022
BUY
$452.06 - $546.01 $130,645 - $157,796
289 Added 18.3%
1,868 $960,000
Q1 2022

Apr 20, 2022
BUY
$455.89 - $520.82 $21,882 - $24,999
48 Added 3.14%
1,579 $805,000
Q4 2021

Jan 21, 2022
BUY
$387.01 - $505.58 $371,916 - $485,862
961 Added 168.6%
1,531 $769,000
Q3 2021

Nov 09, 2021
SELL
$390.74 - $429.71 $275,080 - $302,515
-704 Reduced 55.26%
570 $223,000
Q2 2021

Jul 29, 2021
BUY
$364.37 - $420.89 $71,780 - $82,915
197 Added 18.29%
1,274 $510,000
Q1 2021

May 13, 2021
BUY
$324.34 - $379.06 $285,419 - $333,572
880 Added 446.7%
1,077 $401,000
Q4 2020

Feb 16, 2021
BUY
$303.68 - $356.82 $59,824 - $70,293
197 New
197 $69,000

Others Institutions Holding UNH

# of Institutions
3,806
Shares Held
788M
Call Options Held
5.85M
Put Options Held
5.63M
View Full List

About UNITEDHEALTH GROUP INC

UNH Quotes by TradingView
  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $522B
  • 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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