UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Summit Financial, LLC's Holding History (CIK: 0001765536)

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

Q4 2025
Shares 20,970 Value ($000) $6,922 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 18,787 Value ($000) $6,487 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 16,616 Value ($000) $5,184 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 25,249 Value ($000) $13,224 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 24,729 Value ($000) $12,509 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 23,528 Value ($000) $13,757 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 24,544 Value ($000) $12,499 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 17,707 Value ($000) $8,760 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 20,361 Value ($000) $10,719 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 19,679 Value ($000) $9,922 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 17,666 Value ($000) $8,491 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 6,133 Value ($000) $2,898 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 5,929 Value ($000) $3,143 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 7,797 Value ($000) $3,937,635 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 6,291 Value ($000) $3,231,045 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 6,412 Value ($000) $3,270,174 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 5,799 Value ($000) $2,912,099 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 4,321 Value ($000) $1,688,490 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 2,254 Value ($000) $902,645 Avg Close $369.03 Range $333.51 - $394.04