UnitedHealth shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in UnitedHealth
Tip: Access up to 7 years of quarterly data
All positions including UnitedHealth held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in UnitedHealth by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 7.1k | 584.70 |
| 2024-06-30 | $3.4M | 6.6k | 509.25 |
| 2024-03-31 | $2.9M | 5.9k | 494.73 |
| 2023-12-31 | $2.5M | 4.8k | 526.46 |
| 2023-09-30 | $1.7M | 3.4k | 504.25 |
| 2023-06-30 | $1.4M | 2.8k | 480.68 |
| 2023-03-31 | $742k | 1.6k | 472.53 |
| 2022-12-31 | $417k | 786 | 530.35 |
| 2022-09-30 | $868k | 1.7k | 504.94 |
| 2022-06-30 | $960k | 1.9k | 513.92 |
| 2022-03-31 | $805k | 1.6k | 509.82 |
| 2021-12-31 | $769k | 1.5k | 502.29 |
| 2021-09-30 | $223k | 570 | 391.23 |
| 2021-06-30 | $510k | 1.3k | 400.31 |
| 2021-03-31 | $401k | 1.1k | 372.33 |
| 2020-12-31 | $69k | 197 | 350.25 |