Summit Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $365K | Buy |
+1,347
| New | +$401K | 0.06% | 193 |
|
|
2025
Q3 | – | Sell |
-1,528
| Closed | -$477K | – | 220 |
|
|
2025
Q2 | $477K | Buy |
1,528
+38
| +3% | +$14.5K | 0.09% | 135 |
|
|
2025
Q1 | $780K | Sell |
1,490
-194
| -12% | -$99.2K | 0.16% | 94 |
|
|
2024
Q4 | $852K | Buy |
1,684
+209
| +14% | +$119K | 0.17% | 89 |
|
|
2024
Q3 | $862K | Hold |
1,475
| – | – | 0.17% | 95 |
|
|
2024
Q2 | $751K | Sell |
1,475
-173
| -10% | -$84.8K | 0.16% | 98 |
|
|
2024
Q1 | $815K | Sell |
1,648
-6
| -0.4% | -$3.05K | 0.17% | 88 |
|
|
2023
Q4 | $871K | Sell |
1,654
-114
| -6% | -$60.8K | 0.2% | 80 |
|
|
2023
Q3 | $891K | Hold |
1,768
| – | – | 0.23% | 68 |
|
|
2023
Q2 | $850K | Sell |
1,768
-691
| -28% | -$338K | 0.21% | 77 |
|
|
2023
Q1 | $1.16M | Hold |
2,459
| – | – | 0.3% | 56 |
|
|
2022
Q4 | $1.3M | Buy |
2,459
+6
| +0.2% | +$3.18K | 0.35% | 52 |
|
|
2022
Q3 | $1.24M | Buy |
2,453
+195
| +9% | +$103K | 0.35% | 50 |
|
|
2022
Q2 | $1.16M | Hold |
2,258
| – | – | 0.31% | 49 |
|
|
2022
Q1 | $1.15M | Hold |
2,258
| – | – | 0.26% | 51 |
|
|
2021
Q4 | $1.13M | Hold |
2,258
| – | – | 0.24% | 53 |
|
|
2021
Q3 | $882K | Buy |
2,258
+610
| +37% | +$253K | 0.21% | 58 |
|
|
2021
Q2 | $660K | Sell |
1,648
-15
| -0.9% | -$5.98K | 0.16% | 78 |
|
|
2021
Q1 | $619K | Sell |
1,663
-8
| -0.5% | -$2.77K | 0.16% | 81 |
|
|
2020
Q4 | $586K | Buy |
1,671
+3
| +0.2% | +$1.01K | 0.16% | 80 |
|
|
2020
Q3 | $520K | Hold |
1,668
| – | – | 0.16% | 87 |
|
|
2020
Q2 | $492K | Buy |
1,668
+193
| +13% | +$55.3K | 0.16% | 88 |
|
|
2020
Q1 | $368K | Hold |
1,475
| – | – | 0.15% | 75 |
|
|
2019
Q4 | $434K | Buy |
+1,475
| New | +$386K | 0.15% | 71 |
|
Other funds holding UNH
VCM
VPM
