Evelyn Partners 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
$48.7K Sell
156
-4,339
-97% -$1.35M 0.02% 73
2025
Q1
$1.26M Buy
+4,495
New +$1.26M 0.79% 26