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UnitedHealth shares owned by Summit Financial

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in UnitedHealth

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All positions including UnitedHealth held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Summit Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $293k 556 526.47
2023-09-30 $303k 601 504.19
2023-06-30 $289k 601 480.64
2023-03-31 $284k 601 472.59
2022-12-31 $345k 651 529.95
2022-09-30 $329k 651 505.38
2022-06-30 $334k 651 513.06
2022-03-31 $383k 751 509.98
2021-12-31 $378k 751 502.72
2021-09-30 $332k 851 390.17
2021-06-30 $341k 851 400.92
2021-03-31 $320k 862 371.60
2020-12-31 $307k 877 350.07
2020-09-30 $273k 877 311.67
2020-06-30 $259k 877 295.42
2020-03-31 $219k 877 249.63
2019-12-31 $258k 877 294.63