SFS
Summit Financial Strategies’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $547K | Buy |
1,754
+337
| +24% | +$105K | 0.05% | 83 |
|
|
2025
Q1 | $742K | Buy |
1,417
+52
| +4% | +$27.2K | 0.07% | 66 |
|
|
2024
Q4 | $690K | Hold |
1,365
| – | – | 0.08% | 66 |
|
|
2024
Q3 | $798K | Sell |
1,365
-38
| -3% | -$22.2K | 0.09% | 64 |
|
|
2024
Q2 | $714K | Sell |
1,403
-47
| -3% | -$23.9K | 0.09% | 67 |
|
|
2024
Q1 | $717K | Buy |
1,450
+670
| +86% | +$331K | 0.1% | 67 |
|
|
2023
Q4 | $411K | Sell |
780
-33
| -4% | -$17.4K | 0.06% | 86 |
|
|
2023
Q3 | $410K | Buy |
813
+36
| +5% | +$18.1K | 0.08% | 76 |
|
|
2023
Q2 | $373K | Buy |
+777
| New | +$373K | 0.07% | 87 |
|
|
2022
Q1 | – | Sell |
-446
| Closed | -$224K | – | 131 |
|
|
2021
Q4 | $224K | Buy |
+446
| New | +$224K | 0.04% | 112 |
|