Summit Securities Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.17M | Buy |
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|
2025
Q2 | $959K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $289K | Sell |
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|
2022
Q4 | $676K | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $3.77M | Buy |
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|
2022
Q1 | $1.27M | Sell |
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|
2021
Q4 | $4.62M | Buy |
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|
2021
Q3 | $2.89M | Sell |
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|
2021
Q2 | $3M | Buy |
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|
2021
Q1 | $1.56M | Sell |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.82M | Buy |
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|
2019
Q3 | $739K | Buy |
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|
2019
Q2 | $610K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $747K | Buy |
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|
2018
Q3 | $559K | Sell |
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|
2018
Q2 | $981K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6.11M | Buy |
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|
2017
Q3 | $881K | Buy |
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|
2017
Q2 | $315K | Sell |
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|
2017
Q1 | $887K | Buy |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $424K | Buy |
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|
2015
Q3 | $128K | Sell |
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|
2015
Q2 | $281K | Sell |
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|
2015
Q1 | $674K | Buy |
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|
2014
Q4 | $354K | Sell |
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|
2014
Q3 | $776K | Buy |
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|
2014
Q2 | $311K | Buy |
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|
2014
Q1 | $271K | Sell |
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|
2013
Q4 | $422K | Sell |
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|
2013
Q3 | $802K | Buy |
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