Summit Securities Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
+3,074
| New | +$959K | 0.18% | 47 |
|
|
2023
Q3 | – | Sell |
-1,504
| Closed | -$723K | – | 855 |
|
|
2023
Q2 | $723K | Buy |
1,504
+893
| +146% | +$429K | 0.09% | 49 |
|
|
2023
Q1 | $289K | Sell |
611
-664
| -52% | -$314K | 0.02% | 86 |
|
|
2022
Q4 | $676K | Sell |
1,275
-2,366
| -65% | -$1.25M | 0.03% | 76 |
|
|
2022
Q3 | $1.84M | Sell |
3,641
-3,702
| -50% | -$1.87M | 0.14% | 39 |
|
|
2022
Q2 | $3.77M | Buy |
7,343
+4,843
| +194% | +$2.49M | 0.47% | 14 |
|
|
2022
Q1 | $1.28M | Sell |
2,500
-6,700
| -73% | -$3.42M | 0.14% | 59 |
|
|
2021
Q4 | $4.62M | Buy |
9,200
+1,807
| +24% | +$907K | 0.22% | 40 |
|
|
2021
Q3 | $2.89M | Sell |
7,393
-95
| -1% | -$37.1K | 0.23% | 44 |
|
|
2021
Q2 | $3M | Buy |
7,488
+3,288
| +78% | +$1.32M | 0.25% | 38 |
|
|
2021
Q1 | $1.56M | Sell |
4,200
-1,700
| -29% | -$633K | 0.17% | 57 |
|
|
2020
Q4 | $2.07M | Buy |
5,900
+4,900
| +490% | +$1.72M | 0.17% | 51 |
|
|
2020
Q3 | $312K | Buy |
+1,000
| New | +$312K | 0.03% | 110 |
|
|
2020
Q1 | – | Sell |
-9,600
| Closed | -$2.82M | – | 262 |
|
|
2019
Q4 | $2.82M | Buy |
9,600
+6,200
| +182% | +$1.82M | 0.21% | 46 |
|
|
2019
Q3 | $739K | Buy |
3,400
+900
| +36% | +$196K | 0.07% | 60 |
|
|
2019
Q2 | $610K | Buy |
+2,500
| New | +$610K | 0.07% | 59 |
|
|
2019
Q1 | – | Sell |
-3,000
| Closed | -$747K | – | 213 |
|
|
2018
Q4 | $747K | Buy |
3,000
+900
| +43% | +$224K | 0.06% | 64 |
|
|
2018
Q3 | $559K | Sell |
2,100
-1,900
| -48% | -$506K | 0.21% | 70 |
|
|
2018
Q2 | $981K | Buy |
+4,000
| New | +$981K | 0.14% | 49 |
|
|
2018
Q1 | – | Sell |
-27,700
| Closed | -$6.11M | – | 174 |
|
|
2017
Q4 | $6.11M | Buy |
27,700
+23,200
| +516% | +$5.11M | 0.73% | 12 |
|
|
2017
Q3 | $881K | Buy |
4,500
+2,800
| +165% | +$548K | 0.15% | 32 |
|
|
2017
Q2 | $315K | Sell |
1,700
-3,711
| -69% | -$688K | 0.06% | 114 |
|
|
2017
Q1 | $887K | Buy |
5,411
+3,111
| +135% | +$510K | 0.26% | 72 |
|
|
2016
Q4 | $368K | Buy |
+2,300
| New | +$368K | 0.08% | 135 |
|
|
2016
Q1 | – | Sell |
-3,607
| Closed | -$424K | – | 339 |
|
|
2015
Q4 | $424K | Buy |
3,607
+2,507
| +228% | +$295K | 0.14% | 109 |
|
|
2015
Q3 | $128K | Sell |
1,100
-1,205
| -52% | -$140K | 0.09% | 88 |
|
|
2015
Q2 | $281K | Sell |
2,305
-3,395
| -60% | -$414K | 0.14% | 56 |
|
|
2015
Q1 | $674K | Buy |
5,700
+2,200
| +63% | +$260K | 0.51% | 25 |
|
|
2014
Q4 | $354K | Sell |
3,500
-5,500
| -61% | -$556K | 0.1% | 134 |
|
|
2014
Q3 | $776K | Buy |
9,000
+5,200
| +137% | +$448K | 0.22% | 77 |
|
|
2014
Q2 | $311K | Buy |
3,800
+500
| +15% | +$40.9K | 0.11% | 123 |
|
|
2014
Q1 | $271K | Sell |
3,300
-2,301
| -41% | -$189K | 0.16% | 75 |
|
|
2013
Q4 | $422K | Sell |
5,601
-5,599
| -50% | -$422K | 0.07% | 119 |
|
|
2013
Q3 | $802K | Buy |
+11,200
| New | +$802K | 0.27% | 48 |
|