EWA
Evolution Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
1,082
+11
| +1% | +$3.43K | 0.05% | 120 |
|
|
2025
Q1 | $561K | Buy |
1,071
+658
| +159% | +$345K | 0.09% | 84 |
|
|
2024
Q4 | $209K | Hold |
413
| – | – | 0.04% | 136 |
|
|
2024
Q3 | $241K | Buy |
+413
| New | +$241K | 0.04% | 116 |
|
|
2024
Q1 | – | Sell |
-386
| Closed | -$203K | – | 141 |
|
|
2023
Q4 | $203K | Buy |
+386
| New | +$203K | 0.04% | 121 |
|
|
2021
Q4 | – | Sell |
-387
| Closed | -$151K | – | 603 |
|
|
2021
Q3 | $151K | Sell |
387
-47
| -11% | -$18.3K | 0.03% | 130 |
|
|
2021
Q2 | $174K | Sell |
434
-90
| -17% | -$36.1K | 0.04% | 130 |
|
|
2021
Q1 | $195K | Buy |
524
+86
| +20% | +$32K | 0.04% | 110 |
|
|
2020
Q4 | $154K | Sell |
438
-400
| -48% | -$141K | 0.03% | 112 |
|
|
2020
Q3 | $261K | Buy |
838
+84
| +11% | +$26.2K | 0.07% | 88 |
|
|
2020
Q2 | $222K | Sell |
754
-57
| -7% | -$16.8K | 0.07% | 75 |
|
|
2020
Q1 | $202K | Buy |
811
+519
| +178% | +$129K | 0.08% | 61 |
|
|
2019
Q4 | $86K | Buy |
292
+249
| +579% | +$73.3K | 0.02% | 119 |
|
|
2019
Q3 | $9K | Sell |
43
-254
| -86% | -$53.2K | ﹤0.01% | 197 |
|
|
2019
Q2 | $72K | Buy |
+297
| New | +$72K | 0.03% | 70 |
|
|
2019
Q1 | – | Sell |
-305
| Closed | -$76K | – | 151 |
|
|
2018
Q4 | $76K | Buy |
+305
| New | +$76K | 0.03% | 84 |
|