Evermay Wealth Management LLC Unitedhealth Group Inc Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,570 shares of UNH stock, worth $1.26 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

2,570

Previous 2,624 2.06%

Holding current value

$1.26 Million

Previous $1.38 Million 7.97%

% of portfolio

0.19%

Previous 0.26%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$472.6 - $545.42 $25,520 - $29,452	-54 Reduced 2.06%	2,570 $1.27 Million
Q4 2023 Feb 09, 2024	SELL	$509.47 - $552.97 $375,479 - $407,538	-737 Reduced 21.93%	2,624 $1.38 Million
Q3 2023 Nov 13, 2023	BUY	$447.75 - $510.93 $40,745 - $46,494	91 Added 2.78%	3,361 $1.69 Million
Q2 2023 Aug 10, 2023	SELL	$458.49 - $526.23 $51,350 - $58,937	-112 Reduced 3.31%	3,270 $1.57 Million
Q1 2023 May 15, 2023	BUY	$460.33 - $518.33 $18,873 - $21,251	41 Added 1.23%	3,382 $1.6 Million

Q4 2022 Jan 19, 2023	SELL	$498.86 - $555.15 $18,956 - $21,095	-38 Reduced 1.12%	3,341 $0
Q3 2022 Nov 14, 2022	BUY	$501.24 - $549.95 $87,215 - $95,691	174 Added 5.43%	3,379 $1.71 Million
Q2 2022 Aug 15, 2022	BUY	$452.06 - $546.01 $75,946 - $91,729	168 Added 5.53%	3,205 $1.65 Million
Q1 2022 May 16, 2022	BUY	$455.89 - $520.82 $89,354 - $102,080	196 Added 6.9%	3,037 $1.55 Million
Q4 2021 Feb 14, 2022	SELL	$387.01 - $505.58 $69,661 - $91,004	-180 Reduced 5.96%	2,841 $1.43 Million
Q3 2021 Nov 12, 2021	SELL	$390.74 - $429.71 $178,958 - $196,807	-458 Reduced 13.16%	3,021 $1.18 Million
Q2 2021 Aug 13, 2021	BUY	$364.37 - $420.89 $364 - $420	1 Added 0.03%	3,479 $1.39 Million
Q1 2021 May 10, 2021	SELL	$324.34 - $379.06 $4,216 - $4,927	-13 Reduced 0.37%	3,478 $1.29 Million
Q4 2020 Feb 16, 2021	SELL	$303.68 - $356.82 $272,704 - $320,424	-898 Reduced 20.46%	3,491 $1.22 Million
Q3 2020 Nov 05, 2020	SELL	$291.16 - $323.7 $5,823 - $6,474	-20 Reduced 0.45%	4,389 $1.37 Million
Q2 2020 Jul 20, 2020	SELL	$229.49 - $311.85 $6,884 - $9,355	-30 Reduced 0.68%	4,409 $1.3 Million
Q1 2020 Apr 24, 2020	BUY	$194.86 - $305.31 $313,140 - $490,633	1,607 Added 56.74%	4,439 $1.11 Million
Q4 2019 Feb 11, 2020	BUY	$215.36 - $295.97 $196,839 - $270,516	914 Added 47.65%	2,832 $833,000
Q3 2019 Oct 29, 2019	BUY	$215.26 - $266.65 $52,523 - $65,062	244 Added 14.58%	1,918 $417,000
Q2 2019 Jul 23, 2019	BUY	$216.84 - $252.28 $99,312 - $115,544	458 Added 37.66%	1,674 $409,000
Q1 2019 May 03, 2019	BUY	$236.02 - $271.13 $287,000 - $329,694	1,216 New	1,216 $301,000
Q1 2018 May 04, 2018	SELL	$212.55 - $248.47 $321,800 - $376,183	-1,514 Closed	0 $0
Q4 2017 Feb 07, 2018	SELL	$192.52 - $228.17 $48,130 - $57,042	-250 Reduced 14.17%	1,514 $334,000
Q3 2017 Oct 23, 2017	BUY	$190.82 - $199.75 $336,606 - $352,359	1,764	1,764 $346,000

Others Institutions Holding UNH

# of Institutions

3,673

Shares Held

759M

Call Options Held

6.06M

Put Options Held

6.74M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $458B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

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Evermay Wealth Management LLC Unitedhealth Group Inc Transaction History