Summit Financial, LLC Unitedhealth Group Inc Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

A detailed history of Summit Financial, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Financial, LLC holds 23,528 shares of UNH stock, worth $13.9 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

23,528

Previous 24,544 4.14%

Holding current value

$13.9 Million

Previous $12.5 Million 10.06%

% of portfolio

0.54%

Previous 0.57%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$488.01 - $604.18 $495,818 - $613,846	-1,016 Reduced 4.14%	23,528 $13.8 Million
Q2 2024 Jul 31, 2024	BUY	$439.2 - $524.63 $3 Million - $3.59 Million	6,837 Added 38.61%	24,544 $12.5 Million
Q1 2024 Apr 24, 2024	SELL	$472.6 - $545.42 $1.25 Million - $1.45 Million	-2,654 Reduced 13.03%	17,707 $8.76 Million
Q4 2023 Feb 05, 2024	BUY	$509.47 - $552.97 $347,458 - $377,125	682 Added 3.47%	20,361 $10.7 Million
Q3 2023 Nov 07, 2023	BUY	$447.75 - $510.93 $901,320 - $1.03 Million	2,013 Added 11.39%	19,679 $9.92 Million
Q2 2023 Aug 11, 2023	BUY	$458.49 - $526.23 $5.29 Million - $6.07 Million	11,533 Added 188.05%	17,666 $8.49 Million
Q1 2023 May 03, 2023	BUY	$460.33 - $518.33 $93,907 - $105,739	204 Added 3.44%	6,133 $2.9 Million
Q4 2022 Feb 07, 2023	SELL	$498.86 - $555.15 $931,870 - $1.04 Million	-1,868 Reduced 23.96%	5,929 $3.14 Million
Q3 2022 Nov 15, 2022	BUY	$501.24 - $549.95 $754,867 - $828,224	1,506 Added 23.94%	7,797 $3.94 Billion
Q2 2022 Aug 12, 2022	SELL	$452.06 - $546.01 $54,699 - $66,067	-121 Reduced 1.89%	6,291 $3.23 Million
Q1 2022 May 10, 2022	BUY	$455.89 - $520.82 $279,460 - $319,262	613 Added 10.57%	6,412 $3.27 Million
Q4 2021 Feb 07, 2022	BUY	$387.01 - $505.58 $572,000 - $747,247	1,478 Added 34.21%	5,799 $2.91 Million
Q3 2021 Nov 08, 2021	BUY	$390.74 - $429.71 $807,659 - $888,210	2,067 Added 91.7%	4,321 $1.69 Million
Q2 2021 Aug 06, 2021	BUY	$364.37 - $420.89 $821,289 - $948,686	2,254 New	2,254 $902,000

Others Institutions Holding UNH

# of Institutions

3,833

Shares Held

777M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $553B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

More about UNH

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Summit Financial, LLC Unitedhealth Group Inc Transaction History