EWS
Evergreen Wealth Solutions’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Buy |
868
+141
| +19% | +$44K | 0.16% | 97 |
|
|
2025
Q1 | $381K | Sell |
727
-264
| -27% | -$138K | 0.26% | 72 |
|
|
2024
Q4 | $501K | Buy |
991
+76
| +8% | +$38.4K | 0.35% | 55 |
|
|
2024
Q3 | $535K | Sell |
915
-358
| -28% | -$209K | 0.36% | 51 |
|
|
2024
Q2 | $648K | Sell |
1,273
-141
| -10% | -$71.8K | 0.46% | 45 |
|
|
2024
Q1 | $700K | Sell |
1,414
-322
| -19% | -$159K | 0.52% | 45 |
|
|
2023
Q4 | $914K | Sell |
1,736
-227
| -12% | -$119K | 0.78% | 33 |
|
|
2023
Q3 | $990K | Sell |
1,963
-170
| -8% | -$85.7K | 1% | 29 |
|
|
2023
Q2 | $1.03M | Sell |
2,133
-44
| -2% | -$21.1K | 1.03% | 31 |
|
|
2023
Q1 | $1.03M | Sell |
2,177
-21
| -1% | -$9.93K | 1.19% | 33 |
|
|
2022
Q4 | $1.17M | Buy |
2,198
+104
| +5% | +$55.1K | 1.54% | 22 |
|
|
2022
Q3 | $1.06M | Buy |
2,094
+45
| +2% | +$22.7K | 1.5% | 23 |
|
|
2022
Q2 | $1.05M | Sell |
2,049
-41
| -2% | -$21.1K | 1.29% | 26 |
|
|
2022
Q1 | $1.07M | Sell |
2,090
-111
| -5% | -$56.6K | 1.03% | 30 |
|
|
2021
Q4 | $1.11M | Buy |
+2,201
| New | +$1.11M | 1% | 31 |
|