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Evelyn Partners Investment Management Services’s UnitedHealth UNH Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.66M Sell
15,158
-17,561
-54% -$4.23M 0.49% 38
2025
Q1 		$9.2M Buy
+32,719
New +$9.2M 1.6% 25