Evercore Wealth 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
Q2 | $96.7M | Sell |
|
|||||
|
2025
Q1 | $174M | Sell |
|
|||||
|
2024
Q4 | $174M | Sell |
|
|||||
|
2024
Q3 | $203M | Sell |
|
|||||
|
2024
Q2 | $179M | Buy |
|
|||||
|
2024
Q1 | $169M | Buy |
|
|||||
|
2023
Q4 | $179M | Sell |
|
|||||
|
2023
Q3 | $171M | Sell |
|
|||||
|
2023
Q2 | $165M | Buy |
|
|||||
|
2023
Q1 | $162M | Sell |
|
|||||
|
2022
Q4 | $186M | Sell |
|
|||||
|
2022
Q3 | $178M | Sell |
|
|||||
|
2022
Q2 | $183M | Sell |
|
|||||
|
2022
Q1 | $193M | Sell |
|
|||||
|
2021
Q4 | $191M | Sell |
|
|||||
|
2021
Q3 | $150M | Sell |
|
|||||
|
2021
Q2 | $156M | Sell |
|
|||||
|
2021
Q1 | $146M | Buy |
|
|||||
|
2020
Q4 | $136M | Sell |
|
|||||
|
2020
Q3 | $121M | Buy |
|
|||||
|
2020
Q2 | $113M | Sell |
|
|||||
|
2020
Q1 | $96.5M | Buy |
|
|||||
|
2019
Q4 | $111M | Buy |
|
|||||
|
2019
Q3 | $82.2M | Buy |
|
|||||
|
2019
Q2 | $90.4M | Buy |
|
|||||
|
2019
Q1 | $90M | Buy |
|
|||||
|
2018
Q4 | $90.2M | Buy |
|
|||||
|
2018
Q3 | $96.2M | Sell |
|
|||||
|
2018
Q2 | $89.1M | Buy |
|
|||||
|
2018
Q1 | $75M | Sell |
|
|||||
|
2017
Q4 | $81M | Sell |
|
|||||
|
2017
Q3 | $74M | Sell |
|
|||||
|
2017
Q2 | $71.8M | Sell |
|
|||||
|
2017
Q1 | $65.2M | Sell |
|
|||||
|
2016
Q4 | $74.2M | Sell |
|
|||||
|
2016
Q3 | $67M | Sell |
|
|||||
|
2016
Q2 | $67.6M | Sell |
|
|||||
|
2016
Q1 | $62.5M | Buy |
|
|||||
|
2015
Q4 | $51.8M | Buy |
|
|||||
|
2015
Q3 | $49.4M | Buy |
|
|||||
|
2015
Q2 | $49.9M | Sell |
|
|||||
|
2015
Q1 | $48.8M | Sell |
|
|||||
|
2014
Q4 | $42.6M | Buy |
|
|||||
|
2014
Q3 | $35.5M | Buy |
|
|||||
|
2014
Q2 | $32.8M | Buy |
|
|||||
|
2014
Q1 | $31.4M | Buy |
|
|||||
|
2013
Q4 | $28.1M | Buy |
|
|||||
|
2013
Q3 | $23.4M | Sell |
|
|||||
|
2013
Q2 | $23.6M | Buy |
|