Summit Global Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.87M | Sell |
5,986
-488
| -8% | -$152K | 0.11% | 122 |
|
|
2025
Q1 | $3.39M | Buy |
6,474
+2,506
| +63% | +$1.31M | 0.25% | 66 |
|
|
2024
Q4 | $2.01M | Sell |
3,968
-1,207
| -23% | -$610K | 0.13% | 129 |
|
|
2024
Q3 | $3.03M | Sell |
5,175
-11,945
| -70% | -$6.98M | 0.19% | 100 |
|
|
2024
Q2 | $8.72M | Buy |
17,120
+5,957
| +53% | +$3.03M | 0.59% | 37 |
|
|
2024
Q1 | $5.52M | Buy |
11,163
+2,880
| +35% | +$1.42M | 0.41% | 61 |
|
|
2023
Q4 | $4.36M | Sell |
8,283
-17,518
| -68% | -$9.22M | 0.29% | 74 |
|
|
2023
Q3 | $13M | Sell |
25,801
-14,183
| -35% | -$7.15M | 0.87% | 26 |
|
|
2023
Q2 | $19.2M | Buy |
39,984
+38,777
| +3,213% | +$18.6M | 1.27% | 10 |
|
|
2023
Q1 | $570K | Buy |
1,207
+322
| +36% | +$152K | 0.04% | 328 |
|
|
2022
Q4 | $469K | Buy |
885
+1
| +0.1% | +$530 | 0.04% | 329 |
|
|
2022
Q3 | $446K | Buy |
884
+3
| +0.3% | +$1.51K | 0.04% | 331 |
|
|
2022
Q2 | $452K | Sell |
881
-42
| -5% | -$21.5K | 0.04% | 330 |
|
|
2022
Q1 | $470K | Buy |
923
+13
| +1% | +$6.62K | 0.03% | 346 |
|
|
2021
Q4 | $457K | Buy |
910
+13
| +1% | +$6.53K | 0.03% | 381 |
|
|
2021
Q3 | $350K | Buy |
897
+279
| +45% | +$109K | 0.03% | 370 |
|
|
2021
Q2 | $247K | Sell |
618
-52
| -8% | -$20.8K | 0.01% | 499 |
|
|
2021
Q1 | $249K | Buy |
670
+46
| +7% | +$17.1K | 0.02% | 490 |
|
|
2020
Q4 | $219K | Sell |
624
-21,109
| -97% | -$7.41M | 0.02% | 246 |
|
|
2020
Q3 | $6.78M | Sell |
21,733
-579
| -3% | -$181K | 0.7% | 42 |
|
|
2020
Q2 | $6.58M | Sell |
22,312
-2,771
| -11% | -$817K | 0.76% | 41 |
|
|
2020
Q1 | $6.26M | Sell |
25,083
-15,410
| -38% | -$3.84M | 0.91% | 44 |
|
|
2019
Q4 | $11.9M | Buy |
40,493
+261
| +0.6% | +$76.7K | 1.29% | 26 |
|
|
2019
Q3 | $8.74M | Sell |
40,232
-80
| -0.2% | -$17.4K | 1.02% | 34 |
|
|
2019
Q2 | $9.84M | Buy |
40,312
+403
| +1% | +$98.3K | 1.24% | 23 |
|
|
2019
Q1 | $9.87M | Buy |
39,909
+1,146
| +3% | +$283K | 1.26% | 23 |
|
|
2018
Q4 | $9.66M | Sell |
38,763
-914
| -2% | -$228K | 1.5% | 16 |
|
|
2018
Q3 | $10.6M | Buy |
39,677
+1,492
| +4% | +$397K | 1.42% | 14 |
|
|
2018
Q2 | $9.37M | Sell |
38,185
-23,759
| -38% | -$5.83M | 1.41% | 15 |
|
|
2018
Q1 | $13.3M | Sell |
61,944
-1,510
| -2% | -$323K | 2.11% | 9 |
|
|
2017
Q4 | $14M | Buy |
63,454
+12,952
| +26% | +$2.86M | 2.17% | 7 |
|
|
2017
Q3 | $9.89M | Buy |
50,502
+26,967
| +115% | +$5.28M | 1.55% | 26 |
|
|
2017
Q2 | $4.36M | Sell |
23,535
-1,651
| -7% | -$306K | 1.31% | 28 |
|
|
2017
Q1 | $4.13M | Buy |
25,186
+4,051
| +19% | +$664K | 1.34% | 24 |
|
|
2016
Q4 | $3.38M | Buy |
+21,135
| New | +$3.38M | 1.23% | 27 |
|