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 $856,296. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,475
Previous 1,648 10.5%
Holding current value
$856,296
Previous $815 Million 7.86%
% of portfolio
0.16%
Previous 0.17%

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 $543B
  • 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
Track This Portfolio

Track Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.