Evelyn Partners 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
$72.5K Buy
2025
Q2
$48.7K Sell
2025
Q1
$1.83M Sell
2024
Q4
$2.39M Buy