SPFA
Summit Place Financial Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Sell |
932
-4,607
| -83% | -$1.44M | 0.15% | 79 |
|
|
2025
Q1 | $2.9M | Buy |
5,539
+377
| +7% | +$197K | 1.64% | 29 |
|
|
2024
Q4 | $2.61M | Buy |
5,162
+249
| +5% | +$126K | 1.49% | 32 |
|
|
2024
Q3 | $2.87M | Buy |
4,913
+497
| +11% | +$291K | 1.6% | 33 |
|
|
2024
Q2 | $2.25M | Buy |
4,416
+3,001
| +212% | +$1.53M | 1.33% | 34 |
|
|
2024
Q1 | $700K | Buy |
1,415
+51
| +4% | +$25.2K | 0.41% | 63 |
|
|
2023
Q4 | $718K | Sell |
1,364
-98
| -7% | -$51.6K | 0.47% | 61 |
|
|
2023
Q3 | $737K | Hold |
1,462
| – | – | 0.52% | 61 |
|
|
2023
Q2 | $703K | Buy |
1,462
+45
| +3% | +$21.6K | 0.46% | 61 |
|
|
2023
Q1 | $670K | Sell |
1,417
-28
| -2% | -$13.2K | 0.48% | 60 |
|
|
2022
Q4 | $766K | Buy |
1,445
+185
| +15% | +$98.1K | 0.63% | 56 |
|
|
2022
Q3 | $636K | Hold |
1,260
| – | – | 0.59% | 58 |
|
|
2022
Q2 | $647K | Hold |
1,260
| – | – | 0.54% | 69 |
|
|
2022
Q1 | $643K | Hold |
1,260
| – | – | 0.43% | 74 |
|
|
2021
Q4 | $633K | Hold |
1,260
| – | – | 0.44% | 68 |
|
|
2021
Q3 | $492K | Hold |
1,260
| – | – | 0.36% | 71 |
|
|
2021
Q2 | $505K | Hold |
1,260
| – | – | 0.37% | 74 |
|
|
2021
Q1 | $469K | Sell |
1,260
-75
| -6% | -$27.9K | 0.38% | 77 |
|
|
2020
Q4 | $468K | Sell |
1,335
-90
| -6% | -$31.6K | 0.41% | 68 |
|
|
2020
Q3 | $444K | Buy |
+1,425
| New | +$444K | 0.45% | 68 |
|