EWA
EverSource Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
5,790
+1,901
| +49% | +$593K | 0.08% | 180 |
|
|
2025
Q1 | $2.04M | Buy |
3,889
+283
| +8% | +$148K | 0.11% | 146 |
|
|
2024
Q4 | $1.82M | Buy |
3,606
+719
| +25% | +$364K | 0.1% | 160 |
|
|
2024
Q3 | $1.69M | Buy |
2,887
+265
| +10% | +$155K | 0.11% | 158 |
|
|
2024
Q2 | $1.51M | Buy |
2,622
+193
| +8% | +$111K | 0.1% | 158 |
|
|
2024
Q1 | $1.17M | Sell |
2,429
-672
| -22% | -$325K | 0.09% | 163 |
|
|
2023
Q4 | $1.63M | Buy |
3,101
+200
| +7% | +$105K | 0.15% | 127 |
|
|
2023
Q3 | $1.46M | Buy |
2,901
+276
| +11% | +$139K | 0.16% | 130 |
|
|
2023
Q2 | $1.26M | Sell |
2,625
-126
| -5% | -$60.6K | 0.14% | 139 |
|
|
2023
Q1 | $1.3M | Sell |
2,751
-493
| -15% | -$233K | 0.16% | 118 |
|
|
2022
Q4 | $1.72M | Sell |
3,244
-342
| -10% | -$181K | 0.26% | 83 |
|
|
2022
Q3 | $1.81M | Sell |
3,586
-1
| -0% | -$505 | 0.41% | 43 |
|
|
2022
Q2 | $1.84M | Buy |
3,587
+1,030
| +40% | +$529K | 0.47% | 43 |
|
|
2022
Q1 | $1.3M | Buy |
2,557
+1,032
| +68% | +$526K | 0.33% | 54 |
|
|
2021
Q4 | $766K | Buy |
+1,525
| New | +$766K | 0.21% | 75 |
|