Evermay 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 | $695K | Sell |
2,229
-184
| -8% | -$57.4K | 0.09% | 108 |
|
|
2025
Q1 | $1.26M | Buy |
2,413
+29
| +1% | +$15.2K | 0.17% | 65 |
|
|
2024
Q4 | $1.21M | Sell |
2,384
-128
| -5% | -$64.7K | 0.18% | 68 |
|
|
2024
Q3 | $1.47M | Sell |
2,512
-36
| -1% | -$21K | 0.24% | 57 |
|
|
2024
Q2 | $1.3M | Sell |
2,548
-22
| -0.9% | -$11.2K | 0.21% | 62 |
|
|
2024
Q1 | $1.27M | Sell |
2,570
-54
| -2% | -$26.7K | 0.19% | 66 |
|
|
2023
Q4 | $1.38M | Sell |
2,624
-737
| -22% | -$388K | 0.26% | 41 |
|
|
2023
Q3 | $1.69M | Buy |
3,361
+91
| +3% | +$45.9K | 0.35% | 36 |
|
|
2023
Q2 | $1.57M | Sell |
3,270
-112
| -3% | -$53.8K | 0.3% | 37 |
|
|
2023
Q1 | $1.6M | Buy |
3,382
+41
| +1% | +$19.4K | 0.32% | 36 |
|
|
2022
Q4 | $1.77M | Sell |
3,341
-38
| -1% | -$20.1K | 0.36% | 33 |
|
|
2022
Q3 | $1.71M | Buy |
3,379
+174
| +5% | +$87.9K | 0.34% | 33 |
|
|
2022
Q2 | $1.65M | Buy |
3,205
+168
| +6% | +$86.3K | 0.32% | 36 |
|
|
2022
Q1 | $1.55M | Buy |
3,037
+196
| +7% | +$100K | 0.26% | 43 |
|
|
2021
Q4 | $1.43M | Sell |
2,841
-180
| -6% | -$90.4K | 0.26% | 35 |
|
|
2021
Q3 | $1.18M | Sell |
3,021
-458
| -13% | -$179K | 0.23% | 38 |
|
|
2021
Q2 | $1.39M | Buy |
3,479
+1
| +0% | +$400 | 0.26% | 36 |
|
|
2021
Q1 | $1.29M | Sell |
3,478
-13
| -0.4% | -$4.84K | 0.26% | 38 |
|
|
2020
Q4 | $1.22M | Sell |
3,491
-898
| -20% | -$315K | 0.27% | 35 |
|
|
2020
Q3 | $1.37M | Sell |
4,389
-20
| -0.5% | -$6.23K | 0.34% | 35 |
|
|
2020
Q2 | $1.3M | Sell |
4,409
-30
| -0.7% | -$8.85K | 0.34% | 33 |
|
|
2020
Q1 | $1.11M | Buy |
4,439
+1,607
| +57% | +$401K | 0.34% | 33 |
|
|
2019
Q4 | $833K | Buy |
2,832
+914
| +48% | +$269K | 0.2% | 55 |
|
|
2019
Q3 | $417K | Buy |
1,918
+244
| +15% | +$53K | 0.11% | 91 |
|
|
2019
Q2 | $409K | Buy |
1,674
+458
| +38% | +$112K | 0.11% | 90 |
|
|
2019
Q1 | $301K | Buy |
+1,216
| New | +$301K | 0.09% | 109 |
|
|
2018
Q1 | – | Sell |
-1,514
| Closed | -$334K | – | 149 |
|
|
2017
Q4 | $334K | Sell |
1,514
-250
| -14% | -$55.2K | 0.12% | 92 |
|
|
2017
Q3 | $346K | Hold |
1,764
| – | – | 0.15% | 58 |
|
|
2017
Q2 | $327K | Hold |
1,764
| – | – | 0.15% | 57 |
|
|
2017
Q1 | $289K | Buy |
+1,764
| New | +$289K | 0.13% | 65 |
|