Paradigm Financial Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.33M | Hold |
2,650
| – | – | 0.29% | 66 |
|
|
2021
Q3 | $1.03M | Sell |
2,650
-75
| -3% | -$31.1K | 0.24% | 82 |
|
|
2021
Q2 | $1.09M | Sell |
2,725
-65
| -2% | -$25.9K | 0.24% | 82 |
|
|
2021
Q1 | $1.04M | Hold |
2,790
| – | – | 0.25% | 79 |
|
|
2020
Q4 | $978K | Sell |
2,790
-96
| -3% | -$32.2K | 0.27% | 71 |
|
|
2020
Q3 | $900K | Sell |
2,886
-458
| -14% | -$141K | 0.26% | 61 |
|
|
2020
Q2 | $986K | Buy |
3,344
+330
| +11% | +$94.6K | 0.31% | 55 |
|
|
2020
Q1 | $752K | Sell |
3,014
-17
| -0.6% | -$4.68K | 0.28% | 61 |
|
|
2019
Q4 | $891K | Buy |
3,031
+175
| +6% | +$45.8K | 0.31% | 62 |
|
|
2019
Q3 | $621K | Buy |
2,856
+247
| +9% | +$59.6K | 0.25% | 66 |
|
|
2019
Q2 | $637K | Hold |
2,609
| – | – | 0.24% | 68 |
|
|
2019
Q1 | $645K | Buy |
2,609
+138
| +6% | +$35.2K | 0.25% | 69 |
|
|
2018
Q4 | $615K | Buy |
2,471
+1
| +0% | +$264 | 0.29% | 67 |
|
|
2018
Q3 | $657K | Buy |
2,470
+59
| +2% | +$15.3K | 0.27% | 65 |
|
|
2018
Q2 | $591K | Hold |
2,411
| – | – | 0.26% | 63 |
|
|
2018
Q1 | $515K | Hold |
2,411
| – | – | 0.23% | 69 |
|
|
2017
Q4 | $531K | Hold |
2,411
| – | – | 0.24% | 63 |
|
|
2017
Q3 | $472K | Hold |
2,411
| – | – | 0.23% | 68 |
|
|
2017
Q2 | $447K | Sell |
2,411
-350
| -13% | -$61.4K | 0.23% | 65 |
|
|
2017
Q1 | $452K | Buy |
2,761
+11
| +0.4% | +$1.8K | 0.23% | 68 |
|
|
2016
Q4 | $440K | Hold |
2,750
| – | – | 0.24% | 66 |
|
|
2016
Q3 | $385K | Hold |
2,750
| – | – | 0.23% | 64 |
|
|
2016
Q2 | $388K | Hold |
2,750
| – | – | 0.24% | 64 |
|
|
2016
Q1 | $354K | Hold |
2,750
| – | – | 0.14% | 66 |
|
|
2015
Q4 | $323K | Hold |
2,750
| – | – | 0.2% | 72 |
|
|
2015
Q3 | $319K | Hold |
2,750
| – | – | 0.21% | 76 |
|
|
2015
Q2 | $335K | Buy |
+2,750
| New | +$325K | 0.25% | 73 |
|
|
2014
Q2 | – | Sell |
-700
| Closed | -$57K | – | 212 |
|
|
2014
Q1 | $57K | Hold |
700
| – | – | 0.05% | 112 |
|
|
2013
Q4 | $53K | Buy |
+700
| New | +$50.3K | 0.05% | 127 |
|
Other funds holding UNH
