A detailed history of Summit Financial Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,514 shares of UNH stock, worth $1.53 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
2,514
Previous 2,511 0.12%
Holding current value
$1.53 Million
Previous $1.28 Million 14.95%
% of portfolio
0.29%
Previous 0.29%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$488.01 - $604.18 $1,464 - $1,812
3 Added 0.12%
2,514 $1.47 Million
Q3 2023

Nov 13, 2023

SELL
$447.75 - $510.93 $119,101 - $135,907
-266 Reduced 9.58%
2,511 $1.27 Million
Q2 2023

Jul 12, 2023

BUY
$458.49 - $526.23 $5,501 - $6,314
12 Added 0.43%
2,777 $1.33 Million
Q1 2023

Apr 10, 2023

SELL
$460.33 - $518.33 $11,508 - $12,958
-25 Reduced 0.9%
2,765 $1.31 Million
Q3 2022

Oct 28, 2022

SELL
$501.24 - $549.95 $87,215 - $95,691
-174 Reduced 5.87%
2,790 $1.51 Million
Q2 2022

Jul 26, 2022

BUY
$452.06 - $546.01 $84,535 - $102,103
187 Added 6.73%
2,964 $1.57 Million
Q1 2022

May 06, 2022

BUY
$455.89 - $520.82 $217,915 - $248,951
478 Added 20.79%
2,777 $1.42 Million
Q4 2021

Jan 12, 2022

SELL
$387.01 - $505.58 $181,894 - $237,622
-470 Reduced 16.97%
2,299 $1.13 Million
Q3 2021

Nov 05, 2021

SELL
$390.74 - $429.71 $31,649 - $34,806
-81 Reduced 2.84%
2,769 $1.08 Million
Q2 2021

Aug 09, 2021

SELL
$364.37 - $420.89 $59,756 - $69,025
-164 Reduced 5.44%
2,850 $1.14 Million
Q1 2021

Apr 23, 2021

SELL
$324.34 - $379.06 $26,271 - $30,703
-81 Reduced 2.62%
3,014 $1.06 Million
Q4 2020

Jan 11, 2021

BUY
$303.68 - $356.82 $53,447 - $62,800
176 Added 6.03%
3,095 $965,000
Q3 2020

Nov 09, 2020

SELL
$291.16 - $323.7 $113,843 - $126,566
-391 Reduced 11.81%
2,919 $911,000
Q2 2020

Jul 16, 2020

SELL
$229.49 - $311.85 $10,327 - $14,033
-45 Reduced 1.34%
3,310 $988,000
Q1 2020

Apr 29, 2020

SELL
$194.86 - $305.31 $48,715 - $76,327
-250 Reduced 6.93%
3,355 $833,000
Q4 2019

Jan 28, 2020

SELL
$215.36 - $295.97 $12,921 - $17,758
-60 Reduced 1.64%
3,605 $1.02 Million
Q3 2019

Nov 05, 2019

SELL
$215.26 - $266.65 $97,297 - $120,525
-452 Reduced 10.98%
3,665 $814,000
Q2 2019

Jul 16, 2019

SELL
$216.84 - $252.28 $3.25 Million - $3.79 Million
-15,004 Reduced 78.47%
4,117 $1.01 Million
Q1 2019

May 01, 2019

SELL
$236.02 - $271.13 $44,135 - $50,701
-187 Reduced 0.97%
19,121 $4.7 Million
Q4 2018

Feb 01, 2019

SELL
$232.94 - $286.33 $113,674 - $139,729
-488 Reduced 2.47%
19,308 $4.81 Million
Q3 2018

Oct 22, 2018

SELL
$246.98 - $269.65 $61,745 - $67,412
-250 Reduced 1.25%
19,796 $5.15 Million
Q2 2018

Jul 06, 2018

SELL
$217.2 - $255.98 $18,027 - $21,246
-83 Reduced 0.41%
20,046 $4.29 Million
Q1 2018

Apr 09, 2018

BUY
$212.55 - $248.47 $1.45 Million - $1.69 Million
6,805 Added 51.07%
20,129 $4.31 Million
Q1 2018

Apr 06, 2018

SELL
$212.55 - $248.47 $1.51 Million - $1.76 Million
-7,085 Reduced 34.72%
13,324 $2.85 Million
Q4 2017

Feb 05, 2018

SELL
$192.52 - $228.17 $74,890 - $88,758
-389 Reduced 1.87%
20,409 $4.5 Million
Q3 2017

Nov 06, 2017

SELL
$190.82 - $199.75 $133,001 - $139,225
-697 Reduced 3.24%
20,798 $4.07 Million
Q2 2017

Aug 14, 2017

BUY
N/A
21,495
21,495 $3.99 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $568B
  • 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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