Evergreen Private Wealth’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.8K | Hold |
166
| – | – | 0.02% | 114 |
|
|
2025
Q1 | $86.9K | Hold |
166
| – | – | 0.04% | 99 |
|
|
2024
Q4 | $84K | Hold |
166
| – | – | 0.04% | 103 |
|
|
2024
Q3 | $97.1K | Hold |
166
| – | – | 0.05% | 101 |
|
|
2024
Q2 | $84.5K | Buy |
166
+66
| +66% | +$33.6K | 0.04% | 103 |
|
|
2024
Q1 | $49.5K | Hold |
100
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $52.6K | Buy |
+100
| New | +$52.6K | 0.03% | 110 |
|