Evanson Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Buy |
1,065
+268
| +34% | +$83.6K | 0.02% | 243 |
|
|
2025
Q1 | $417K | Buy |
797
+149
| +23% | +$78.1K | 0.03% | 200 |
|
|
2024
Q4 | $328K | Hold |
648
| – | – | 0.02% | 223 |
|
|
2024
Q3 | $379K | Hold |
648
| – | – | 0.03% | 209 |
|
|
2024
Q2 | $330K | Hold |
648
| – | – | 0.02% | 219 |
|
|
2024
Q1 | $321K | Hold |
648
| – | – | 0.02% | 233 |
|
|
2023
Q4 | $341K | Hold |
648
| – | – | 0.03% | 217 |
|
|
2023
Q3 | $327K | Hold |
648
| – | – | 0.03% | 209 |
|
|
2023
Q2 | $312K | Hold |
648
| – | – | 0.03% | 219 |
|
|
2023
Q1 | $306K | Hold |
648
| – | – | 0.03% | 211 |
|
|
2022
Q4 | $344K | Sell |
648
-310
| -32% | -$164K | 0.04% | 191 |
|
|
2022
Q3 | $484K | Sell |
958
-112
| -10% | -$56.6K | 0.06% | 150 |
|
|
2022
Q2 | $550K | Buy |
1,070
+297
| +38% | +$153K | 0.06% | 146 |
|
|
2022
Q1 | $394K | Hold |
773
| – | – | 0.04% | 199 |
|
|
2021
Q4 | $388K | Buy |
773
+1
| +0.1% | +$502 | 0.03% | 205 |
|
|
2021
Q3 | $307K | Hold |
772
| – | – | 0.03% | 224 |
|
|
2021
Q2 | $309K | Hold |
772
| – | – | 0.03% | 218 |
|
|
2021
Q1 | $287K | Sell |
772
-11
| -1% | -$4.09K | 0.04% | 227 |
|
|
2020
Q4 | $275K | Buy |
+783
| New | +$275K | 0.04% | 219 |
|
|
2016
Q3 | – | Sell |
-1,421
| Closed | -$201K | – | 206 |
|
|
2016
Q2 | $201K | Buy |
+1,421
| New | +$201K | 0.06% | 185 |
|