Paladin Advisory Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$520K Sell
2025
Q2
$533K Hold
2025
Q1
$896K Hold
2024
Q4
$865K Hold
2024
Q3
$1,000K Sell
2024
Q2
$858K Hold
2024
Q1
$850K Sell
2023
Q4
$959K Hold
2023
Q3
$918K Hold
2023
Q2
$875K Hold
2023
Q1
$861K Buy
2022
Q4
Hold
2022
Q3
Hold
2022
Q2
Sell
2022
Q1
$958K Buy
2021
Q4
Hold