Summit Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-418
| Closed | -$244K | – | 173 |
|
|
2024
Q3 | $244K | Hold |
418
| – | – | 0.05% | 148 |
|
|
2024
Q2 | $213K | Hold |
418
| – | – | 0.04% | 150 |
|
|
2024
Q1 | $207K | Hold |
418
| – | – | 0.04% | 153 |
|
|
2023
Q4 | $220K | Hold |
418
| – | – | 0.05% | 147 |
|
|
2023
Q3 | $211K | Hold |
418
| – | – | 0.06% | 145 |
|
|
2023
Q2 | $201K | Sell |
418
-8
| -2% | -$3.85K | 0.05% | 150 |
|
|
2023
Q1 | $201K | Hold |
426
| – | – | 0.06% | 150 |
|
|
2022
Q4 | $226K | Hold |
426
| – | – | 0.07% | 143 |
|
|
2022
Q3 | $215K | Buy |
426
+29
| +7% | +$14.6K | 0.07% | 141 |
|
|
2022
Q2 | $204K | Sell |
397
-59
| -13% | -$30.3K | 0.06% | 152 |
|
|
2022
Q1 | $233K | Hold |
456
| – | – | 0.07% | 150 |
|
|
2021
Q4 | $229K | Buy |
+456
| New | +$229K | 0.06% | 142 |
|
|
2021
Q2 | – | Sell |
-649
| Closed | -$241K | – | 146 |
|
|
2021
Q1 | $241K | Buy |
649
+17
| +3% | +$6.31K | 0.08% | 127 |
|
|
2020
Q4 | $222K | Buy |
+632
| New | +$222K | 0.08% | 128 |
|