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 2,512 shares of UNH stock, worth $1.5 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,512
Previous 2,548 1.41%
Holding current value
$1.5 Million
Previous $1.3 Million 13.18%
% of portfolio
0.24%
Previous 0.21%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

SELL
$488.01 - $604.18 $17,568 - $21,750
-36 Reduced 1.41%
2,512 $1.47 Million
Q2 2024

Aug 01, 2024

SELL
$439.2 - $524.63 $9,662 - $11,541
-22 Reduced 0.86%
2,548 $1.3 Million
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

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • 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...
More about UNH
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