SUMMIT FINANCIAL WEALTH ADVISORS, LLC – UnitedHealth Group Incorporated Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$1.51M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.87% | -174 shares | -57K | $505.04 | 2.79K |
| Q2 2022 | share | Increase | +6.73% | 187 shares | 153K | $513.63 | 2.96K |
| Q1 2022 | share | Increase | +20.79% | 478 shares | 287K | $509.97 | 2.77K |
| Q4 2021 | share | Decrease | -16.97% | -470 shares | 47K | $504.43 | 2.29K |
| Q3 2021 | share | Decrease | -2.84% | -81 shares | -59K | $389.48 | 2.76K |
| Q2 2021 | share | Decrease | -5.44% | -164 shares | 84K | $397.72 | 2.85K |
| Q1 2021 | share | Decrease | -2.62% | -81 shares | 92K | $368.18 | 3.01K |
| Q4 2020 | share | Increase | +6.03% | 176 shares | 54K | $345.8 | 3.09K |
| Q3 2020 | share | Decrease | -11.81% | -391 shares | -77K | $306.33 | 2.91K |
| Q2 2020 | share | Decrease | -1.34% | -45 shares | 155K | $288.61 | 3.31K |
| Q1 2020 | share | Decrease | -6.93% | -250 shares | -191K | $242.98 | 3.35K |
| Q4 2019 | share | Decrease | -1.64% | -60 shares | 210K | $285.3 | 3.60K |
| Q3 2019 | share | Decrease | -10.98% | -452 shares | -191K | $210.09 | 3.66K |
| Q2 2019 | share | Decrease | -78.47% | -15.00K shares | -3.69M | $234.81 | 4.11K |
| Q1 2019 | share | Decrease | -0.97% | -187 shares | -109K | $236.89 | 19.12K |
| Q4 2018 | share | Decrease | -2.47% | -488 shares | -341K | $237.77 | 19.30K |
| Q3 2018 | share | Decrease | -1.25% | -250 shares | 861K | $253.11 | 19.79K |
| Q2 2018 | share | Decrease | -0.41% | -83 shares | -18K | $232.64 | 20.04K |
| Q1 2018 | share | Decrease | -1.37% | -280 shares | -191K | $202.21 | 20.12K |
| Q4 2017 | share | Decrease | -1.87% | -389 shares | 426K | $207.63 | 20.40K |
| Q3 2017 | share | Decrease | -3.24% | -697 shares | 87K | $183.84 | 20.79K |
| Q2 2017 | share | Decrease | -0.20% | -42 shares | 454K | $173.4 | 21.49K |
| Q1 2017 | share | Decrease | -3.85% | -863 shares | -53K | $152.74 | 21.53K |
| Q4 2016 | share | Decrease | -0.99% | -225 shares | 417K | $148.49 | 22.4K |
| Q3 2016 | share | Decrease | -15.41% | -4.12K shares | -609K | $129.39 | 22.62K |
| Q2 2016 | share | Decrease | -2.89% | -796 shares | 227K | $129.89 | 26.74K |
| Q1 2016 | share | Decrease | -0.02% | -6 shares | 309K | $118.04 | 27.54K |