UnitedHealth shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $343k | 587 | 584.68 |
| 2024-06-30 | $335k | 657 | 509.26 |
| 2024-03-31 | $317k | 640 | 494.70 |
| 2023-12-31 | $263k | 500 | 526.47 |
| 2023-09-30 | $252k | 500 | 504.19 |
| 2023-06-30 | $240k | 500 | 480.64 |
| 2023-03-31 | $236k | 500 | 472.59 |
| 2022-12-31 | $265k | 500 | 530.18 |
| 2022-09-30 | $253k | 500 | 506.00 |
| 2022-06-30 | $257k | 500 | 514.00 |
| 2022-03-31 | $299k | 587 | 509.37 |
| 2021-12-31 | $292k | 581 | 502.58 |
| 2021-09-30 | $254k | 650 | 390.77 |
| 2021-06-30 | $260k | 650 | 400.00 |
| 2021-03-31 | $242k | 650 | 372.31 |
| 2020-12-31 | $245k | 700 | 350.00 |
| 2020-09-30 | $218k | 700 | 311.43 |
| 2020-06-30 | $206k | 700 | 294.29 |
| 2020-03-31 | $206k | 825 | 249.70 |
| 2019-12-31 | $243k | 825 | 294.55 |
| 2019-06-30 | $220k | 900 | 244.44 |
| 2019-03-31 | $223k | 900 | 247.78 |
| 2018-12-31 | $224k | 900 | 248.89 |
| 2018-09-30 | $239k | 900 | 265.56 |
| 2018-06-30 | $221k | 900 | 245.56 |
| 2017-12-31 | $220k | 1.0k | 220.00 |
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