A detailed history of Summit Financial Strategies, Inc. transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 1,450 shares of UNH stock, worth $726,348. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,450
Previous 780 85.9%
Holding current value
$726,348
Previous $410,000 74.88%
% of portfolio
0.11%
Previous 0.07%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

BUY
$472.6 - $545.42 $316,642 - $365,431
670 Added 85.9%
1,450 $717,000
Q4 2023

Feb 13, 2024

SELL
$509.47 - $552.97 $16,812 - $18,248
-33 Reduced 4.06%
780 $410,000
Q3 2023

Oct 24, 2023

BUY
$447.75 - $510.93 $16,119 - $18,393
36 Added 4.63%
813 $409,000
Q2 2023

Jul 21, 2023

BUY
$458.49 - $526.23 $356,246 - $408,880
777 New
777 $373,000
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $203,326 - $232,285
-446 Closed
0 $0
Q4 2021

Feb 03, 2022

BUY
$387.01 - $505.58 $172,606 - $225,488
446 New
446 $224,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $469B
  • 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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