A detailed history of Summit Wealth Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Wealth Group, LLC holds 1,750 shares of UNH stock, worth $875,227. This represents 0.3% of its overall portfolio holdings.

Number of Shares
1,750
Previous 1,780 1.69%
Holding current value
$875,227
Previous $906,000 12.91%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Nov 08, 2024

SELL
$488.01 - $604.18 $14,640 - $18,125
-30 Reduced 1.69%
1,750 $1.02 Million
Q2 2024

Jul 31, 2024

BUY
$439.2 - $524.63 $4,831 - $5,770
11 Added 0.62%
1,780 $906,000
Q1 2024

May 01, 2024

SELL
$472.6 - $545.42 $1,417 - $1,636
-3 Reduced 0.17%
1,769 $875,000
Q4 2023

Jan 30, 2024

BUY
$509.47 - $552.97 $27,511 - $29,860
54 Added 3.14%
1,772 $933,000
Q2 2023

Jul 26, 2023

SELL
$458.49 - $526.23 $371 Million - $426 Million
-810,192 Reduced 99.79%
1,718 $826,000
Q1 2023

May 10, 2023

BUY
$460.33 - $518.33 $373 Million - $420 Million
810,192 Added 47159.02%
811,910 $2,000
Q4 2022

Feb 08, 2023

BUY
$498.86 - $555.15 $2,494 - $2,775
5 Added 0.29%
1,718 $911,000
Q3 2022

Nov 09, 2022

SELL
$501.24 - $549.95 $7,017 - $7,699
-14 Reduced 0.81%
1,713 $865,000
Q2 2022

Aug 10, 2022

BUY
$452.06 - $546.01 $18,986 - $22,932
42 Added 2.49%
1,727 $887,000
Q1 2022

May 04, 2022

SELL
$455.89 - $520.82 $10,941 - $12,499
-24 Reduced 1.4%
1,685 $859,000
Q4 2021

Feb 14, 2022

SELL
$387.01 - $505.58 $56,890 - $74,320
-147 Reduced 7.92%
1,709 $858,000
Q3 2021

Nov 12, 2021

BUY
$390.74 - $429.71 $16,801 - $18,477
43 Added 2.37%
1,856 $725,000
Q2 2021

Nov 02, 2021

BUY
$364.37 - $420.89 $2,914 - $3,367
8 Added 0.44%
1,813 $726,000
Q1 2021

May 11, 2021

BUY
$324.34 - $379.06 $5,838 - $6,823
18 Added 1.01%
1,805 $672,000
Q2 2020

Aug 06, 2020

BUY
$229.49 - $311.85 $5,737 - $7,796
25 Added 1.42%
1,787 $527,000
Q4 2019

Feb 10, 2020

BUY
$215.36 - $295.97 $379,464 - $521,499
1,762 New
1,762 $518,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $468B
  • 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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