Summa Corp’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Sell |
1,250
-235
| -16% | -$73.3K | 0.2% | 53 |
|
|
2025
Q1 | $778K | Buy |
1,485
+35
| +2% | +$18.3K | 0.45% | 19 |
|
|
2024
Q4 | $733K | Sell |
1,450
-47
| -3% | -$23.8K | 0.36% | 21 |
|
|
2024
Q3 | $875K | Buy |
1,497
+247
| +20% | +$144K | 0.42% | 18 |
|
|
2024
Q2 | $637K | Hold |
1,250
| – | – | 0.31% | 25 |
|
|
2024
Q1 | $618K | Buy |
1,250
+300
| +32% | +$148K | 0.34% | 25 |
|
|
2023
Q4 | $500K | Buy |
+950
| New | +$500K | 0.35% | 34 |
|