UNITEDHEALTH GROUP INC

Ticker: UNH CUSIP: 91324P102 Class: Common Stock

Trek Financial, LLC's Holding History (CIK: 0001768195)

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

Q4 2025
Shares 753 Value ($000) $248 Avg Close $337.21 Range $302.50 - $378.46
Q3 2025
Shares 692 Value ($000) $239 Avg Close $298.94 Range $231.57 - $357.63
Q2 2025
Shares 2,602 Value ($000) $812 Avg Close $374.94 Range $243.94 - $594.32
Q1 2025
Shares 2,644 Value ($000) $1,385 Avg Close $499.48 Range $427.96 - $540.60
Q4 2024
Shares 819 Value ($000) $414 Avg Close $552.89 Range $464.38 - $613.22
Q3 2024
Shares 890 Value ($000) $520 Avg Close $548.30 Range $469.38 - $588.97
Q2 2024
Shares 1,236 Value ($000) $629 Avg Close $473.12 Range $420.98 - $509.52
Q1 2024
Shares 1,503 Value ($000) $744 Avg Close $488.97 Range $449.89 - $527.55
Q4 2023
Shares 853 Value ($000) $449 Avg Close $511.31 Range $481.83 - $533.02
Q3 2023
Shares 846 Value ($000) $427 Avg Close $469.94 Range $426.58 - $492.38
Q2 2023
Shares 920 Value ($000) $442 Avg Close $464.88 Range $423.41 - $503.95
Q1 2023
Shares 973 Value ($000) $460 Avg Close $457.25 Range $434.73 - $497.60
Q4 2022
Shares 551 Value ($000) $292 Avg Close $500.41 Range $460.31 - $526.71
Q3 2022
Shares 659 Value ($000) $333 Avg Close $495.09 Range $463.11 - $520.39
Q2 2022
Shares 745 Value ($000) $383 Avg Close $471.05 Range $423.08 - $518.69
Q1 2022
Shares 950 Value ($000) $485 Avg Close $451.15 Range $416.63 - $489.25
Q4 2021
Shares 1,144 Value ($000) $575 Avg Close $422.19 Range $356.94 - $475.98
Q3 2021
Shares 1,044 Value ($000) $408 Avg Close $384.84 Range $363.78 - $400.47
Q2 2021
Shares 1,199 Value ($000) $480 Avg Close $369.03 Range $333.51 - $394.04
Q1 2021
Shares 862 Value ($000) $321 Avg Close $319.66 Range $295.28 - $351.97
Q4 2020
Shares 1,894 Value ($000) $664 Avg Close $308.19 Range $275.16 - $337.94
Q3 2020
Shares 2,489 Value ($000) $776 Avg Close $281.21 Range $262.60 - $296.87
Q2 2020
Shares 1,946 Value ($000) $574 Avg Close $261.11 Range $205.85 - $287.65