Summit Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $275K | Hold |
|
|||||
|
2023
Q4 | $293K | Sell |
|
|||||
|
2023
Q3 | $303K | Hold |
|
|||||
|
2023
Q2 | $289K | Hold |
|
|||||
|
2023
Q1 | $284K | Sell |
|
|||||
|
2022
Q4 | $345K | Hold |
|
|||||
|
2022
Q3 | $329K | Hold |
|
|||||
|
2022
Q2 | $334K | Sell |
|
|||||
|
2022
Q1 | $383K | Hold |
|
|||||
|
2021
Q4 | $377K | Sell |
|
|||||
|
2021
Q3 | $332K | Hold |
|
|||||
|
2021
Q2 | $341K | Sell |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $307K | Hold |
|
|||||
|
2020
Q3 | $273K | Hold |
|
|||||
|
2020
Q2 | $259K | Hold |
|
|||||
|
2020
Q1 | $219K | Hold |
|
|||||
|
2019
Q4 | $258K | Buy |
|