EVERCORE WEALTH MANAGEMENT, LLC – UnitedHealth Group Incorporated Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$177.96M
portfolio value
EVERCORE 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 | Decrease | -0.90% | -3.18K shares | -4.66M | $505.04 | 352.37K |
| Q2 2022 | share | Decrease | -6.11% | -23.13K shares | -10.49M | $513.63 | 355.56K |
| Q1 2022 | share | Decrease | -0.46% | -1.74K shares | 2.09M | $509.97 | 378.7K |
| Q4 2021 | share | Decrease | -0.90% | -3.46K shares | 41.02M | $504.43 | 380.44K |
| Q3 2021 | share | Decrease | -1.54% | -6.02K shares | -6.13M | $389.48 | 383.90K |
| Q2 2021 | share | Decrease | -0.41% | -1.6K shares | 10.46M | $397.72 | 389.92K |
| Q1 2021 | share | Increase | +1.25% | 4.83K shares | 10.06M | $368.18 | 391.52K |
| Q4 2020 | share | Decrease | -0.10% | -369 shares | 14.93M | $345.8 | 386.69K |
| Q3 2020 | share | Increase | +0.67% | 2.56K shares | 7.26M | $306.33 | 387.06K |
| Q2 2020 | share | Decrease | -0.68% | -2.64K shares | 16.86M | $288.61 | 384.49K |
| Q1 2020 | share | Increase | +2.25% | 8.52K shares | -14.76M | $242.98 | 387.13K |
| Q4 2019 | share | Increase | +0.06% | 226 shares | 29.07M | $285.3 | 378.61K |
| Q3 2019 | share | Increase | +2.19% | 8.09K shares | -8.12M | $210.09 | 378.38K |
| Q2 2019 | share | Increase | +1.68% | 6.11K shares | 308K | $234.81 | 370.28K |
| Q1 2019 | share | Increase | +0.58% | 2.08K shares | -157K | $236.89 | 364.17K |
| Q4 2018 | share | Increase | +0.14% | 517 shares | -5.98M | $237.77 | 362.08K |
| Q3 2018 | share | Decrease | -0.42% | -1.51K shares | 7.11M | $253.11 | 361.56K |
| Q2 2018 | share | Increase | +3.58% | 12.53K shares | 14.06M | $232.64 | 363.08K |
| Q1 2018 | share | Decrease | -4.62% | -16.97K shares | -6.00M | $202.21 | 350.54K |
| Q4 2017 | share | Decrease | -2.67% | -10.07K shares | 7.07M | $207.63 | 367.52K |
| Q3 2017 | share | Decrease | -2.42% | -9.37K shares | 2.2M | $183.84 | 377.59K |
| Q2 2017 | share | Decrease | -2.62% | -10.41K shares | 6.57M | $173.4 | 386.96K |
| Q1 2017 | share | Decrease | -14.25% | -66.02K shares | -8.99M | $152.74 | 397.37K |
| Q4 2016 | share | Decrease | -3.11% | -14.89K shares | 7.20M | $148.49 | 463.40K |
| Q3 2016 | share | Decrease | -0.07% | -320 shares | -619K | $129.39 | 478.30K |
| Q2 2016 | share | Decrease | -1.21% | -5.86K shares | 5.13M | $129.89 | 478.62K |
| Q1 2016 | share | Increase | +9.93% | 43.78K shares | 10.60M | $118.04 | 484.48K |