EA
Everpar Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $364K | Buy |
1,167
+265
| +29% | +$82.7K | 0.17% | 163 |
|
|
2025
Q1 | $472K | Buy |
902
+94
| +12% | +$49.2K | 0.25% | 107 |
|
|
2024
Q4 | $409K | Sell |
808
-509
| -39% | -$257K | 0.21% | 136 |
|
|
2024
Q3 | $770K | Sell |
1,317
-121
| -8% | -$70.7K | 0.4% | 57 |
|
|
2024
Q2 | $732K | Buy |
1,438
+231
| +19% | +$118K | 0.37% | 66 |
|
|
2024
Q1 | $597K | Sell |
1,207
-785
| -39% | -$388K | 0.36% | 78 |
|
|
2023
Q4 | $1.05M | Buy |
+1,992
| New | +$1.05M | 0.49% | 48 |
|