A detailed history of Summit Wealth Partners, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 1,475 shares of UNH stock, worth $881,297. This represents 0.17% of its overall portfolio holdings.

Number of Shares
1,475
Previous 1,475 -0.0%
Holding current value
$881,297
Previous $751 Million 14.81%
% of portfolio
0.17%
Previous 0.16%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Sep 11, 2024

SELL
$439.2 - $524.63 $75,981 - $90,760
-173 Reduced 10.5%
1,475 $751 Million
Q1 2024

Sep 11, 2024

SELL
$472.6 - $545.42 $2,835 - $3,272
-6 Reduced 0.36%
1,648 $815 Million
Q4 2023

Sep 11, 2024

SELL
$509.47 - $552.97 $58,079 - $63,038
-114 Reduced 6.45%
1,654 $871 Million
Q2 2023

Sep 11, 2024

SELL
$458.49 - $526.23 $316,816 - $363,624
-691 Reduced 28.1%
1,768 $850 Million
Q4 2022

Sep 11, 2024

BUY
$498.86 - $555.15 $2,993 - $3,330
6 Added 0.24%
2,459 $1.3 Billion
Q3 2022

Sep 11, 2024

BUY
$501.24 - $549.95 $97,741 - $107,240
195 Added 8.64%
2,453 $1.24 Billion
Q3 2021

Sep 10, 2024

BUY
$390.74 - $429.71 $238,351 - $262,123
610 Added 37.01%
2,258 $882 Million
Q2 2021

Sep 10, 2024

SELL
$364.37 - $420.89 $5,465 - $6,313
-15 Reduced 0.9%
1,648 $660 Million
Q1 2021

Sep 10, 2024

SELL
$324.34 - $379.06 $2,594 - $3,032
-8 Reduced 0.48%
1,663 $619 Million
Q4 2020

Sep 10, 2024

BUY
$303.68 - $356.82 $911 - $1,070
3 Added 0.18%
1,671 $586 Million
Q2 2020

Sep 10, 2024

BUY
$229.49 - $311.85 $44,291 - $60,187
193 Added 13.08%
1,668 $492 Million
Q4 2019

Sep 09, 2024

BUY
$215.36 - $295.97 $317,656 - $436,555
1,475 New
1,475 $434 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 $559B
  • 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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