UnitedHealth shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $209k | 413 | 506.41 |
| 2024-09-30 | $241k | 413 | 583.88 |
| 2023-12-31 | $203k | 386 | 526.47 |
| 2021-09-30 | $151k | 387 | 390.18 |
| 2021-06-30 | $174k | 434 | 400.92 |
| 2021-03-31 | $195k | 524 | 372.14 |
| 2020-12-31 | $154k | 438 | 351.60 |
| 2020-09-30 | $261k | 838 | 311.46 |
| 2020-06-30 | $222k | 754 | 294.43 |
| 2020-03-31 | $202k | 811 | 249.08 |
| 2019-12-31 | $86k | 292 | 294.52 |
| 2019-09-30 | $9.0k | 43 | 209.30 |
| 2019-06-30 | $72k | 297 | 242.42 |
| 2018-12-31 | $76k | 305 | 249.18 |