Summit Wealth Group, LLC Unitedhealth Group Inc Transaction History

Summit Wealth Group, LLC

$342 Million
Q1 2025

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 1,645 shares of UNH stock, worth $451,305. This represents 0.25% of its overall portfolio holdings.

Number of Shares

1,645

Previous 1,639 0.37%

Holding current value

$451,305

Previous $829,000 3.98%

% of portfolio

0.25%

Previous 0.24%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	BUY	$461.52 - $548.18 $2,769 - $3,289	6 Added 0.37%	1,645 $862,000
Q4 2024 Feb 04, 2025	SELL	$485.52 - $625.25 $53,892 - $69,402	-111 Reduced 6.34%	1,639 $829,000
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

# of Institutions

4,073

Shares Held

797M

Call Options Held

8.92M

Put Options Held

7.72M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $257B
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...

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Summit Wealth Group, LLC Unitedhealth Group Inc Transaction History