Evernest Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
3,474
-31
| -0.9% | -$9.67K | 0.35% | 61 |
|
|
2025
Q1 | $1.84M | Sell |
3,505
-54
| -2% | -$28.3K | 0.66% | 29 |
|
|
2024
Q4 | $1.8M | Buy |
3,559
+128
| +4% | +$64.7K | 0.47% | 34 |
|
|
2024
Q3 | $2.01M | Sell |
3,431
-84
| -2% | -$49.1K | 0.54% | 28 |
|
|
2024
Q2 | $1.79M | Buy |
3,515
+120
| +4% | +$61.1K | 0.8% | 22 |
|
|
2024
Q1 | $1.7M | Sell |
3,395
-120
| -3% | -$60.1K | 0.81% | 23 |
|
|
2023
Q4 | $1.85M | Buy |
+3,515
| New | +$1.85M | 0.94% | 26 |
|
|
2021
Q4 | $1.68M | Buy |
+3,243
| New | +$1.68M | 0.87% | 22 |
|