Summit Financial Wealth Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.09M | Buy |
29,906
+25,210
| +537% | +$7.51M | 1.15% | 25 |
|
|
2025
Q4 | $1.55M | Buy |
4,696
+555
| +13% | +$188K | 0.22% | 62 |
|
|
2025
Q3 | $1.44M | Buy |
4,141
+321
| +8% | +$97.1K | 0.22% | 56 |
|
|
2025
Q2 | $1.19M | Buy |
3,820
+1,359
| +55% | +$519K | 0.21% | 57 |
|
|
2025
Q1 | $1.29M | Hold |
2,461
| – | – | 0.26% | 48 |
|
|
2024
Q4 | $1.35M | Sell |
2,461
-53
| -2% | -$30.1K | 0.26% | 50 |
|
|
2024
Q3 | $1.47M | Buy |
2,514
+3
| +0.1% | +$1.7K | 0.28% | 46 |
|
|
2024
Q2 | $1.28M | Hold |
2,511
| – | – | 0.26% | 47 |
|
|
2024
Q1 | $1.24M | Hold |
2,511
| – | – | 0.25% | 50 |
|
|
2023
Q4 | $1.32M | Hold |
2,511
| – | – | 0.3% | 46 |
|
|
2023
Q3 | $1.35M | Sell |
2,511
-266
| -10% | -$131K | 0.33% | 41 |
|
|
2023
Q2 | $1.33M | Buy |
2,777
+12
| +0.4% | +$5.87K | 0.31% | 46 |
|
|
2023
Q1 | $1.31M | Sell |
2,765
-25
| -0.9% | -$12.1K | 0.31% | 49 |
|
|
2022
Q4 | $1.48M | Hold |
2,790
| – | – | 0.36% | 47 |
|
|
2022
Q3 | $1.51M | Sell |
2,790
-174
| -6% | -$91.5K | 0.43% | 38 |
|
|
2022
Q2 | $1.57M | Buy |
2,964
+187
| +7% | +$93.9K | 0.38% | 43 |
|
|
2022
Q1 | $1.42M | Buy |
2,777
+478
| +21% | +$231K | 0.29% | 44 |
|
|
2021
Q4 | $1.13M | Sell |
2,299
-470
| -17% | -$213K | 0.22% | 51 |
|
|
2021
Q3 | $1.08M | Sell |
2,769
-81
| -3% | -$33.5K | 0.25% | 51 |
|
|
2021
Q2 | $1.14M | Sell |
2,850
-164
| -5% | -$65.4K | 0.26% | 51 |
|
|
2021
Q1 | $1.06M | Sell |
3,014
-81
| -3% | -$28.1K | 0.27% | 47 |
|
|
2020
Q4 | $965K | Buy |
3,095
+176
| +6% | +$59K | 0.26% | 47 |
|
|
2020
Q3 | $911K | Sell |
2,919
-391
| -12% | -$120K | 0.24% | 51 |
|
|
2020
Q2 | $988K | Sell |
3,310
-45
| -1% | -$12.9K | 0.26% | 50 |
|
|
2020
Q1 | $833K | Sell |
3,355
-250
| -7% | -$68.8K | 0.26% | 50 |
|
|
2019
Q4 | $1.02M | Sell |
3,605
-60
| -2% | -$15.7K | 0.25% | 59 |
|
|
2019
Q3 | $814K | Sell |
3,665
-452
| -11% | -$109K | 0.2% | 70 |
|
|
2019
Q2 | $1M | Sell |
4,117
-15,004
| -78% | -$3.61M | 0.25% | 69 |
|
|
2019
Q1 | $4.7M | Sell |
19,121
-187
| -1% | -$47.7K | 1.24% | 25 |
|
|
2018
Q4 | $4.81M | Sell |
19,308
-488
| -2% | -$129K | 1.56% | 17 |
|
|
2018
Q3 | $5.15M | Sell |
19,796
-250
| -1% | -$65K | 1.54% | 19 |
|
|
2018
Q2 | $4.29M | Sell |
20,046
-83
| -0.4% | -$19.9K | 1.43% | 18 |
|
|
2018
Q1 | $4.31M | Sell |
20,129
-280
| -1% | -$64K | 1.42% | 17 |
|
|
2017
Q4 | $4.5M | Sell |
20,409
-389
| -2% | -$82.4K | 1.55% | 14 |
|
|
2017
Q3 | $4.07M | Sell |
20,798
-697
| -3% | -$135K | 1.49% | 14 |
|
|
2017
Q2 | $3.99M | Sell |
21,495
-42
| -0.2% | -$7.37K | 1.58% | 15 |
|
|
2017
Q1 | $3.53M | Sell |
21,537
-863
| -4% | -$141K | 1.54% | 18 |
|
|
2016
Q4 | $3.58M | Sell |
22,400
-225
| -1% | -$33.6K | 1.58% | 14 |
|
|
2016
Q3 | $3.17M | Sell |
22,625
-4,122
| -15% | -$577K | 1.37% | 24 |
|
|
2016
Q2 | $3.78M | Sell |
26,747
-796
| -3% | -$106K | 1.58% | 19 |
|
|
2016
Q1 | $3.55M | Sell |
27,543
-6
| -0% | -$710 | 1.55% | 20 |
|
|
2015
Q4 | $3.24M | Sell |
27,549
-22,823
| -45% | -$2.67M | 1.48% | 22 |
|
|
2015
Q3 | $5.84M | Sell |
50,372
-302
| -0.6% | -$36.1K | 3.78% | 4 |
|
|
2015
Q2 | $6.18M | Sell |
50,674
-320
| -0.6% | -$37.9K | 3.83% | 3 |
|
|
2015
Q1 | $5.91M | Sell |
50,994
-2,705
| -5% | -$300K | 4% | 3 |
|
|
2014
Q4 | $5.43M | Buy |
+53,699
| New | +$5.09M | 3.77% | 6 |
|
Other funds holding UNH
VCM
VPM
