Summit Wealth 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 | $513K | Hold |
1,645
| – | – | 0.13% | 59 |
|
|
2025
Q1 | $862K | Buy |
1,645
+6
| +0.4% | +$3.14K | 0.25% | 47 |
|
|
2024
Q4 | $829K | Sell |
1,639
-111
| -6% | -$56.1K | 0.24% | 45 |
|
|
2024
Q3 | $1.02M | Sell |
1,750
-30
| -2% | -$17.5K | 0.3% | 45 |
|
|
2024
Q2 | $906K | Buy |
1,780
+11
| +0.6% | +$5.6K | 0.27% | 42 |
|
|
2024
Q1 | $875K | Sell |
1,769
-3
| -0.2% | -$1.48K | 0.6% | 22 |
|
|
2023
Q4 | $933K | Buy |
1,772
+54
| +3% | +$28.4K | 0.73% | 19 |
|
|
2023
Q3 | $866K | Hold |
1,718
| – | – | 0.77% | 20 |
|
|
2023
Q2 | $826K | Sell |
1,718
-810,192
| -100% | -$390M | 0.33% | 37 |
|
|
2023
Q1 | $2K | Buy |
811,910
+810,192
| +47,159% | +$2K | 0.05% | 104 |
|
|
2022
Q4 | $911K | Buy |
1,718
+5
| +0.3% | +$2.65K | 0.96% | 19 |
|
|
2022
Q3 | $865K | Sell |
1,713
-14
| -0.8% | -$7.07K | 1.02% | 15 |
|
|
2022
Q2 | $887K | Buy |
1,727
+42
| +2% | +$21.6K | 1.05% | 15 |
|
|
2022
Q1 | $859K | Sell |
1,685
-24
| -1% | -$12.2K | 0.9% | 15 |
|
|
2021
Q4 | $858K | Sell |
1,709
-147
| -8% | -$73.8K | 0.98% | 16 |
|
|
2021
Q3 | $725K | Buy |
1,856
+43
| +2% | +$16.8K | 1.15% | 14 |
|
|
2021
Q2 | $726K | Buy |
1,813
+8
| +0.4% | +$3.2K | 1.08% | 10 |
|
|
2021
Q1 | $672K | Buy |
1,805
+18
| +1% | +$6.7K | 1.08% | 7 |
|
|
2020
Q4 | $627K | Hold |
1,787
| – | – | 0.39% | 27 |
|
|
2020
Q3 | $557K | Hold |
1,787
| – | – | 0.48% | 19 |
|
|
2020
Q2 | $527K | Buy |
1,787
+25
| +1% | +$7.37K | 0.48% | 18 |
|
|
2020
Q1 | $439K | Hold |
1,762
| – | – | 0.44% | 18 |
|
|
2019
Q4 | $518K | Buy |
+1,762
| New | +$518K | 0.49% | 16 |
|