Evergreen Wealth 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 | $994K | Buy |
3,188
+15
| +0.5% | +$4.68K | 0.56% | 45 |
|
|
2025
Q1 | $1.66M | Buy |
3,173
+579
| +22% | +$303K | 0.99% | 35 |
|
|
2024
Q4 | $1.31M | Sell |
2,594
-15
| -0.6% | -$7.59K | 0.78% | 39 |
|
|
2024
Q3 | $1.53M | Buy |
2,609
+577
| +28% | +$337K | 0.92% | 37 |
|
|
2024
Q2 | $1.03M | Hold |
2,032
| – | – | 0.69% | 45 |
|
|
2024
Q1 | $1M | Hold |
2,032
| – | – | 0.68% | 45 |
|
|
2023
Q4 | $1.07M | Buy |
2,032
+35
| +2% | +$18.4K | 0.79% | 44 |
|
|
2023
Q3 | $1.01M | Buy |
1,997
+25
| +1% | +$12.6K | 0.8% | 44 |
|
|
2023
Q2 | $948K | Buy |
1,972
+242
| +14% | +$116K | 0.74% | 42 |
|
|
2023
Q1 | $817K | Sell |
1,730
-7
| -0.4% | -$3.31K | 0.73% | 41 |
|
|
2022
Q4 | $921K | Buy |
+1,737
| New | +$921K | 0.85% | 40 |
|