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 |
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|
2021
Q3 | $1.03M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $1.04M | Hold |
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|
2020
Q4 | $978K | Sell |
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|
2020
Q3 | $900K | Sell |
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|
2020
Q2 | $986K | Buy |
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|
2020
Q1 | $752K | Sell |
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|
2019
Q4 | $891K | Buy |
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|
2019
Q3 | $621K | Buy |
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|
2019
Q2 | $637K | Hold |
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|
2019
Q1 | $645K | Buy |
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|
2018
Q4 | $615K | Buy |
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|
2018
Q3 | $657K | Buy |
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|
2018
Q2 | $591K | Hold |
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|
2018
Q1 | $515K | Hold |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $472K | Hold |
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|
2017
Q2 | $447K | Sell |
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|
2017
Q1 | $452K | Buy |
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|
2016
Q4 | $440K | Hold |
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|
2016
Q3 | $385K | Hold |
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|
2016
Q2 | $388K | Hold |
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|
2016
Q1 | $354K | Hold |
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|
2015
Q4 | $323K | Hold |
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|
2015
Q3 | $319K | Hold |
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|
2015
Q2 | $335K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $57K | Hold |
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|
2013
Q4 | $53K | Buy |
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