EVERMAY WEALTH MANAGEMENT LLC – UnitedHealth Group Incorporated Transaction History
EVERMAY WEALTH MANAGEMENT LLC portfolio value:
$1.70M
portfolio value
EVERMAY WEALTH MANAGEMENT LLC quarter portfolio value change:
-1.67%
quarter
UnitedHealth Group Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.43% | 174 shares | 61K | $505.04 | 3.37K |
| Q2 2022 | share | Increase | +5.53% | 168 shares | 97K | $513.63 | 3.20K |
| Q1 2022 | share | Increase | +6.90% | 196 shares | 122K | $509.97 | 3.03K |
| Q4 2021 | share | Decrease | -18.34% | -638 shares | 34K | $504.43 | 2.84K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $389.48 | 3.47K | |
| Q2 2021 | share | Increase | +0.03% | 1 shares | 99K | $397.72 | 3.47K |
| Q1 2021 | share | Decrease | -0.37% | -13 shares | 70K | $368.18 | 3.47K |
| Q4 2020 | share | Decrease | -20.46% | -898 shares | -144K | $345.8 | 3.49K |
| Q3 2020 | share | Decrease | -0.45% | -20 shares | 68K | $306.33 | 4.38K |
| Q2 2020 | share | Decrease | -0.68% | -30 shares | 193K | $288.61 | 4.40K |
| Q1 2020 | share | Increase | +56.74% | 1.60K shares | 274K | $242.98 | 4.43K |
| Q4 2019 | share | Increase | +47.65% | 914 shares | 416K | $285.3 | 2.83K |
| Q3 2019 | share | Increase | +14.58% | 244 shares | 8K | $210.09 | 1.91K |
| Q2 2019 | share | Increase | +37.66% | 458 shares | 108K | $234.81 | 1.67K |
| Q1 2019 | share | Increase | 0.00% | 1.21K shares | 301K | $236.89 | 1.21K |
| Q1 2018 | share | Decrease | -100.00% | -1.51K shares | -334K | $202.21 | 0 |
| Q4 2017 | share | Decrease | -14.17% | -250 shares | -12K | $207.63 | 1.51K |
| Q3 2017 | share | 0.00% | 0 shares | 19K | $183.84 | 1.76K | |
| Q2 2017 | share | 0.00% | 0 shares | 38K | $173.4 | 1.76K | |
| Q1 2017 | share | Increase | 0.00% | 1.76K shares | 289K | $152.74 | 1.76K |