Summit Financial Strategies, Inc.'s ownership history for UNH

Summit Financial Strategies, Inc. currently holds 1.4K shares with a market value of $380.7K. It started holding UNH on 2024-09-30. At its peak, it held 1.8K shares on 2025-06-30. Its highest holding value was $798.0K on 2024-09-30. At its lowest, it held 1.4K shares on 2024-09-30, with a value of $380.7K on 2026-03-31. In the recent 180 days, Summit Financial Strategies, Inc. has decreased its shares by 330. In the recent year, Summit Financial Strategies, Inc. has decreased its shares by 10.