UnitedHealth shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.3M | 2.5k | 526.47 |
| 2023-09-30 | $1.4M | 2.5k | 537.83 |
| 2023-06-30 | $1.3M | 2.8k | 480.64 |
| 2023-03-31 | $1.3M | 2.8k | 472.59 |
| 2022-12-31 | $1.5M | 2.8k | 530.18 |
| 2022-09-30 | $1.5M | 2.8k | 541.94 |
| 2022-06-30 | $1.6M | 3.0k | 529.35 |
| 2022-03-31 | $1.4M | 2.8k | 509.90 |
| 2021-12-31 | $1.1M | 2.3k | 491.08 |
| 2021-09-30 | $1.1M | 2.8k | 390.75 |
| 2021-06-30 | $1.1M | 2.9k | 400.35 |
| 2021-03-31 | $1.1M | 3.0k | 350.70 |
| 2020-12-31 | $965k | 3.1k | 311.79 |
| 2020-09-30 | $911k | 2.9k | 312.09 |
| 2020-06-30 | $988k | 3.3k | 298.49 |
| 2020-03-31 | $833k | 3.4k | 248.29 |
| 2019-12-31 | $1.0M | 3.6k | 284.05 |
| 2019-09-30 | $814k | 3.7k | 222.10 |
| 2019-06-30 | $1.0M | 4.1k | 244.11 |
| 2019-03-31 | $4.7M | 19k | 245.86 |
| 2018-12-31 | $4.8M | 19k | 249.12 |
| 2018-09-30 | $5.2M | 20k | 260.20 |
| 2018-06-30 | $4.3M | 20k | 214.01 |
| 2018-03-31 | $4.3M | 20k | 214.02 |
| 2017-12-31 | $4.5M | 20k | 220.44 |
| 2017-09-30 | $4.1M | 21k | 195.84 |
| 2017-06-30 | $4.0M | 22k | 185.44 |
| 2017-03-31 | $3.5M | 22k | 164.00 |
| 2016-12-31 | $3.6M | 22k | 160.04 |
| 2016-09-30 | $3.2M | 23k | 140.02 |
| 2016-06-30 | $3.8M | 27k | 141.21 |
| 2016-03-31 | $3.6M | 28k | 128.89 |
| 2015-12-31 | $3.2M | 28k | 117.64 |
| 2015-09-30 | $5.8M | 50k | 116.00 |
| 2015-06-30 | $6.2M | 51k | 122.00 |
| 2015-03-31 | $5.9M | 51k | 115.86 |
| 2014-12-31 | $5.4M | 54k | 101.08 |
More positions owned by Summit Financial Wealth Advisors
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