Summit Financial Strategies’s UnitedHealth UNH Stock Holding History

Summit Financial Strategies’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$547K	Buy
2025 Q1	$742K	Buy
2024 Q4	$690K	Hold
2024 Q3	$798K	Sell
2024 Q2	$714K	Sell
2024 Q1	$717K	Buy
2023 Q4	$411K	Sell
2023 Q3	$410K	Buy
2023 Q2	$373K	Buy
2022 Q1	–	Sell
2021 Q4	$224K	Buy