PSIWM
Paradigm Strategies in Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Buy |
1,122
+4
| +0.4% | +$1.25K | 0.23% | 39 |
|
|
2025
Q1 | $586K | Buy |
1,118
+2
| +0.2% | +$1.05K | 0.39% | 30 |
|
|
2024
Q4 | $565K | Buy |
1,116
+245
| +28% | +$124K | 0.37% | 29 |
|
|
2024
Q3 | $509K | Buy |
871
+169
| +24% | +$98.8K | 0.32% | 30 |
|
|
2024
Q2 | $357K | Sell |
702
-31
| -4% | -$15.8K | 0.22% | 32 |
|
|
2024
Q1 | $363K | Hold |
733
| – | – | 0.22% | 34 |
|
|
2023
Q4 | $386K | Hold |
733
| – | – | 0.25% | 31 |
|
|
2023
Q3 | $369K | Buy |
733
+1
| +0.1% | +$504 | 0.24% | 33 |
|
|
2023
Q2 | $352K | Sell |
732
-4
| -0.5% | -$1.92K | 0.24% | 30 |
|
|
2023
Q1 | $348K | Hold |
736
| – | – | 0.27% | 30 |
|
|
2022
Q4 | $390K | Buy |
736
+1
| +0.1% | +$530 | 0.35% | 25 |
|
|
2022
Q3 | $371K | Hold |
735
| – | – | 0.34% | 26 |
|
|
2022
Q2 | $377K | Hold |
735
| – | – | 0.41% | 28 |
|
|
2022
Q1 | $375K | Buy |
735
+1
| +0.1% | +$510 | 0.39% | 29 |
|
|
2021
Q4 | $369K | Hold |
734
| – | – | 0.37% | 28 |
|
|
2021
Q3 | $287K | Sell |
734
-48
| -6% | -$18.8K | 0.27% | 37 |
|
|
2021
Q2 | $313K | Buy |
782
+1
| +0.1% | +$400 | 0.28% | 36 |
|
|
2021
Q1 | $291K | Buy |
+781
| New | +$291K | 0.28% | 33 |
|