Evanson Asset Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $308K | Sell |
|
|||||
|
2025
Q2 | $332K | Buy |
|
|||||
|
2025
Q1 | $417K | Buy |
|
|||||
|
2024
Q4 | $328K | Hold |
|
|||||
|
2024
Q3 | $379K | Hold |
|
|||||
|
2024
Q2 | $330K | Hold |
|
|||||
|
2024
Q1 | $321K | Hold |
|
|||||
|
2023
Q4 | $341K | Hold |
|
|||||
|
2023
Q3 | $327K | Hold |
|
|||||
|
2023
Q2 | $312K | Hold |
|
|||||
|
2023
Q1 | $306K | Hold |
|
|||||
|
2022
Q4 | $344K | Sell |
|
|||||
|
2022
Q3 | $484K | Sell |
|
|||||
|
2022
Q2 | $550K | Buy |
|
|||||
|
2022
Q1 | $394K | Hold |
|
|||||
|
2021
Q4 | $388K | Buy |
|
|||||
|
2021
Q3 | $307K | Hold |
|
|||||
|
2021
Q2 | $309K | Hold |
|
|||||
|
2021
Q1 | $287K | Sell |
|
|||||
|
2020
Q4 | $275K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $201K | Buy |
|