UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Summit Financial Strategies, Inc.'s Holding History (CIK: 0001625246)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,482 Value ($000) $489 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 1,737 Value ($000) $600 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 1,754 Value ($000) $547 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 1,417 Value ($000) $742 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 1,365 Value ($000) $690 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 1,365 Value ($000) $798 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 1,403 Value ($000) $714 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 1,450 Value ($000) $717 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 780 Value ($000) $411 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 813 Value ($000) $410 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 777 Value ($000) $373 Avg Close $464.88 Range $423.41 - $503.95
Q4 2021
Shares 446 Value ($000) $224 Avg Close $422.19 Range $356.94 - $475.98