STA
Summit Trail Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.73M | Sell |
18,378
-1,284
| -7% | -$401K | 0.1% | 106 |
|
|
2025
Q1 | $10.3M | Buy |
19,662
+3,659
| +23% | +$1.92M | 0.34% | 32 |
|
|
2024
Q4 | $8.1M | Buy |
16,003
+2,372
| +17% | +$1.2M | 0.3% | 35 |
|
|
2024
Q3 | $7.97M | Buy |
13,631
+1,623
| +14% | +$949K | 0.2% | 54 |
|
|
2024
Q2 | $6.12M | Buy |
12,008
+2,999
| +33% | +$1.53M | 0.16% | 58 |
|
|
2024
Q1 | $4.46M | Buy |
9,009
+901
| +11% | +$446K | 0.12% | 70 |
|
|
2023
Q4 | $4.27M | Buy |
8,108
+236
| +3% | +$124K | 0.14% | 59 |
|
|
2023
Q3 | $3.97M | Sell |
7,872
-596
| -7% | -$301K | 0.15% | 56 |
|
|
2023
Q2 | $4.07M | Buy |
8,468
+2,878
| +51% | +$1.38M | 0.15% | 60 |
|
|
2023
Q1 | $2.64M | Buy |
5,590
+409
| +8% | +$193K | 0.11% | 71 |
|
|
2022
Q4 | $2.75M | Buy |
5,181
+1,720
| +50% | +$912K | 0.12% | 60 |
|
|
2022
Q3 | $1.75M | Buy |
3,461
+441
| +15% | +$223K | 0.09% | 75 |
|
|
2022
Q2 | $1.55M | Buy |
3,020
+1,226
| +68% | +$630K | 0.1% | 92 |
|
|
2022
Q1 | $915K | Buy |
1,794
+460
| +34% | +$235K | 0.07% | 112 |
|
|
2021
Q4 | $670K | Buy |
1,334
+276
| +26% | +$139K | 0.04% | 153 |
|
|
2021
Q3 | $413K | Buy |
1,058
+184
| +21% | +$71.8K | 0.03% | 177 |
|
|
2021
Q2 | $350K | Buy |
874
+22
| +3% | +$8.81K | 0.03% | 163 |
|
|
2021
Q1 | $317K | Sell |
852
-101
| -11% | -$37.6K | 0.03% | 153 |
|
|
2020
Q4 | $334K | Sell |
953
-1,250
| -57% | -$438K | 0.04% | 138 |
|
|
2020
Q3 | $781K | Buy |
2,203
+1,085
| +97% | +$385K | 0.15% | 74 |
|
|
2020
Q2 | $330K | Buy |
+1,118
| New | +$330K | 0.06% | 119 |
|
|
2020
Q1 | – | Sell |
-1,125
| Closed | -$331K | – | 149 |
|
|
2019
Q4 | $331K | Buy |
+1,125
| New | +$331K | 0.19% | 50 |
|
|
2019
Q1 | – | Sell |
-2,696
| Closed | -$672K | – | 131 |
|
|
2018
Q4 | $672K | Sell |
2,696
-23,875
| -90% | -$5.95M | 0.24% | 47 |
|
|
2018
Q3 | $7.07M | Buy |
26,571
+21,162
| +391% | +$5.63M | 1.56% | 14 |
|
|
2018
Q2 | $1.33M | Sell |
5,409
-33,132
| -86% | -$8.13M | 0.46% | 33 |
|
|
2018
Q1 | $6.23M | Buy |
38,541
+6,415
| +20% | +$1.04M | 1.06% | 17 |
|
|
2017
Q4 | $7.7M | Buy |
+32,126
| New | +$7.7M | 0.97% | 16 |
|