CONCENTRIC WEALTH MANAGEMENT, LLC – UnitedHealth Group Incorporated Transaction History
CONCENTRIC WEALTH MANAGEMENT, LLC portfolio value:
$253,000
portfolio value
CONCENTRIC WEALTH MANAGEMENT, LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -4K | $505.04 | 500 | |
| Q2 2022 | share | Decrease | -14.82% | -87 shares | -42K | $513.63 | 500 |
| Q1 2022 | share | Increase | +1.03% | 6 shares | 7K | $509.97 | 587 |
| Q4 2021 | share | Decrease | -10.62% | -69 shares | 38K | $504.43 | 581 |
| Q3 2021 | share | 0.00% | 0 shares | -6K | $389.48 | 650 | |
| Q2 2021 | share | 0.00% | 0 shares | 18K | $397.72 | 650 | |
| Q1 2021 | share | Decrease | -7.14% | -50 shares | -3K | $368.18 | 650 |
| Q4 2020 | share | 0.00% | 0 shares | 27K | $345.8 | 700 | |
| Q3 2020 | share | 0.00% | 0 shares | 12K | $306.33 | 700 | |
| Q2 2020 | share | Decrease | -15.15% | -125 shares | 0 | $288.61 | 700 |
| Q1 2020 | share | 0.00% | 0 shares | -37K | $242.98 | 825 | |
| Q4 2019 | share | Increase | 0.00% | 825 shares | 243K | $285.3 | 825 |
| Q3 2019 | share | Decrease | -100.00% | -900 shares | -220K | $210.09 | 0 |
| Q2 2019 | share | 0.00% | 0 shares | -3K | $234.81 | 900 | |
| Q1 2019 | share | 0.00% | 0 shares | -1K | $236.89 | 900 | |
| Q4 2018 | share | 0.00% | 0 shares | -15K | $237.77 | 900 | |
| Q3 2018 | share | 0.00% | 0 shares | 18K | $253.11 | 900 | |
| Q2 2018 | share | Increase | 0.00% | 900 shares | 221K | $232.64 | 900 |
| Q1 2018 | share | Decrease | -100.00% | -1K shares | -220K | $202.21 | 0 |
| Q4 2017 | share | Increase | 0.00% | 1K shares | 220K | $207.63 | 1K |