Summit Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $275K | Hold |
556
| – | – | 0.1% | 167 |
|
|
2023
Q4 | $293K | Sell |
556
-45
| -7% | -$23.7K | 0.11% | 158 |
|
|
2023
Q3 | $303K | Hold |
601
| – | – | 0.13% | 144 |
|
|
2023
Q2 | $289K | Hold |
601
| – | – | 0.11% | 155 |
|
|
2023
Q1 | $284K | Sell |
601
-50
| -8% | -$23.6K | 0.11% | 158 |
|
|
2022
Q4 | $345K | Hold |
651
| – | – | 0.14% | 149 |
|
|
2022
Q3 | $329K | Hold |
651
| – | – | 0.14% | 146 |
|
|
2022
Q2 | $334K | Sell |
651
-100
| -13% | -$51.3K | 0.13% | 149 |
|
|
2022
Q1 | $383K | Hold |
751
| – | – | 0.13% | 144 |
|
|
2021
Q4 | $377K | Sell |
751
-100
| -12% | -$50.2K | 0.12% | 153 |
|
|
2021
Q3 | $332K | Hold |
851
| – | – | 0.12% | 156 |
|
|
2021
Q2 | $341K | Sell |
851
-11
| -1% | -$4.41K | 0.13% | 151 |
|
|
2021
Q1 | $320K | Sell |
862
-15
| -2% | -$5.57K | 0.13% | 140 |
|
|
2020
Q4 | $307K | Hold |
877
| – | – | 0.13% | 126 |
|
|
2020
Q3 | $273K | Hold |
877
| – | – | 0.14% | 126 |
|
|
2020
Q2 | $259K | Hold |
877
| – | – | 0.13% | 131 |
|
|
2020
Q1 | $219K | Hold |
877
| – | – | 0.13% | 127 |
|
|
2019
Q4 | $258K | Buy |
+877
| New | +$258K | 0.12% | 139 |
|