Concord Wealth Partners Unitedhealth Group Inc Transaction History

Concord Wealth Partners

$548 Million
Q1 2024

A detailed history of Concord Wealth Partners transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Concord Wealth Partners holds 5,940 shares of UNH stock, worth $3.03 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

5,940

Previous 4,790 24.01%

Holding current value

$3.03 Million

Previous $2.52 Million 16.54%

% of portfolio

0.54%

Previous 0.51%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

3,669

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $476B
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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Concord Wealth Partners Unitedhealth Group Inc Transaction History