Summit Place Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $2.61M | Buy |
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|
2024
Q3 | $2.87M | Buy |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $700K | Buy |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $737K | Hold |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $766K | Buy |
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|
2022
Q3 | $636K | Hold |
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|
2022
Q2 | $647K | Hold |
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|
2022
Q1 | $643K | Hold |
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|
2021
Q4 | $633K | Hold |
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|
2021
Q3 | $492K | Hold |
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|
2021
Q2 | $505K | Hold |
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|
2021
Q1 | $469K | Sell |
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|
2020
Q4 | $468K | Sell |
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|
2020
Q3 | $444K | Buy |
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