Evergreen Capital Management’s UnitedHealth UNH Stock Holding History

Evergreen Capital Management’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	$5.35M	Sell	17,138 -729	-4%	-$227K	0.16%	155
2025 Q1	$9.36M	Buy	17,867 +222	+1%	+$116K	0.31%	89
2024 Q4	$8.93M	Sell	17,645 -425	-2%	-$215K	0.29%	93
2024 Q3	$10.6M	Buy	18,070 +426	+2%	+$249K	0.35%	74
2024 Q2	$8.99M	Buy	17,644 +1,259	+8%	+$641K	0.33%	87
2024 Q1	$8.11M	Sell	16,385 -1,196	-7%	-$592K	0.31%	90
2023 Q4	$9.26M	Buy	17,581 +795	+5%	+$419K	0.38%	79
2023 Q3	$8.46M	Buy	16,786 +519	+3%	+$262K	0.37%	79
2023 Q2	$7.82M	Buy	16,267 +274	+2%	+$132K	0.33%	91
2023 Q1	$7.56M	Sell	15,993 -1,735	-10%	-$820K	0.34%	87
2022 Q4	$9.4M	Buy	17,728 +1,323	+8%	+$701K	0.44%	66
2022 Q3	$8.29M	Buy	16,405 +991	+6%	+$500K	0.43%	63
2022 Q2	$7.92M	Sell	15,414 -1,543	-9%	-$793K	0.41%	75
2022 Q1	$8.65M	Buy	16,957 +124	+0.7%	+$63.2K	0.35%	87
2021 Q4	$8.45M	Buy	16,833 +219	+1%	+$110K	0.34%	83
2021 Q3	$6.49M	Buy	16,614 +1,232	+8%	+$481K	0.29%	87
2021 Q2	$6.16M	Buy	15,382 +50	+0.3%	+$20K	0.29%	90
2021 Q1	$5.71M	Buy	15,332 +484	+3%	+$180K	0.29%	94
2020 Q4	$5.21M	Sell	14,848 -647	-4%	-$227K	0.3%	89
2020 Q3	$4.83M	Buy	15,495 +326	+2%	+$102K	0.33%	83
2020 Q2	$4.47M	Buy	15,169 +881	+6%	+$260K	0.34%	78
2020 Q1	$3.56M	Sell	14,288 -2,692	-16%	-$671K	0.33%	77
2019 Q4	$4.99M	Buy	16,980 +86	+0.5%	+$25.3K	0.42%	59
2019 Q3	$3.67M	Sell	16,894 -53	-0.3%	-$11.5K	0.34%	72
2019 Q2	$4.14M	Buy	16,947 +245	+1%	+$59.8K	0.39%	64
2019 Q1	$4.13M	Buy	16,702 +69	+0.4%	+$17.1K	0.41%	62
2018 Q4	$4.14M	Sell	16,633 -90	-0.5%	-$22.4K	0.43%	59
2018 Q3	$4.45M	Buy	16,723 +60	+0.4%	+$16K	0.39%	62
2018 Q2	$4.09M	Buy	16,663 +4,563	+38%	+$1.12M	0.38%	60
2018 Q1	$2.59M	Buy	12,100 +4,382	+57%	+$938K	0.25%	98
2017 Q4	$1.7M	Sell	7,718 -3,779	-33%	-$833K	0.17%	111
2017 Q3	$2.25M	Buy	+11,497	New	+$2.25M	0.26%	90