Paladin Advisory Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $533K | Hold |
1,710
| – | – | 0.41% | 48 |
|
|
2025
Q1 | $896K | Hold |
1,710
| – | – | 0.72% | 38 |
|
|
2024
Q4 | $865K | Hold |
1,710
| – | – | 0.66% | 39 |
|
|
2024
Q3 | $1,000K | Sell |
1,710
-25
| -1% | -$14.6K | 0.74% | 38 |
|
|
2024
Q2 | $858K | Hold |
1,735
| – | – | 0.67% | 39 |
|
|
2024
Q1 | $850K | Sell |
1,735
-86
| -5% | -$42.1K | 0.67% | 37 |
|
|
2023
Q4 | $959K | Hold |
1,821
| – | – | 0.79% | 35 |
|
|
2023
Q3 | $918K | Hold |
1,821
| – | – | 0.77% | 38 |
|
|
2023
Q2 | $875K | Hold |
1,821
| – | – | 0.7% | 38 |
|
|
2023
Q1 | $861K | Buy |
+1,821
| New | +$861K | 0.72% | 40 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 225 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 229 |
|
|
2022
Q2 | – | Sell |
-1,869
| Closed | -$958K | – | 229 |
|
|
2022
Q1 | $958K | Buy |
+1,869
| New | +$958K | 0.78% | 36 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 225 |
|