PA
Paragon Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
5,726
-364
| -6% | -$114K | 0.47% | 49 |
|
|
2025
Q1 | $3.19M | Buy |
6,090
+272
| +5% | +$142K | 1.21% | 26 |
|
|
2024
Q4 | $2.94M | Sell |
5,818
-910
| -14% | -$460K | 1.01% | 32 |
|
|
2024
Q3 | $3.93M | Sell |
6,728
-77
| -1% | -$45K | 1.28% | 24 |
|
|
2024
Q2 | $3.47M | Sell |
6,805
-111
| -2% | -$56.5K | 1.26% | 24 |
|
|
2024
Q1 | $3.42M | Buy |
6,916
+3,616
| +110% | +$1.79M | 1.38% | 19 |
|
|
2023
Q4 | $1.74M | Buy |
3,300
+43
| +1% | +$22.6K | 0.73% | 31 |
|
|
2023
Q3 | $1.64M | Sell |
3,257
-2,102
| -39% | -$1.06M | 0.68% | 34 |
|
|
2023
Q2 | $2.58M | Buy |
5,359
+40
| +0.8% | +$19.2K | 0.84% | 35 |
|
|
2023
Q1 | $2.51M | Buy |
5,319
+1,709
| +47% | +$807K | 0.85% | 31 |
|
|
2022
Q4 | $1.91M | Sell |
3,610
-1,260
| -26% | -$668K | 0.85% | 36 |
|
|
2022
Q3 | $2.46M | Buy |
4,870
+364
| +8% | +$184K | 1.26% | 25 |
|
|
2022
Q2 | $2.31M | Sell |
4,506
-77
| -2% | -$39.5K | 1.15% | 22 |
|
|
2022
Q1 | $2.34M | Buy |
+4,583
| New | +$2.34M | 0.98% | 27 |
|
|
2021
Q1 | – | Sell |
-3,101
| Closed | -$1.08M | – | 92 |
|
|
2020
Q4 | $1.08M | Buy |
3,101
+120
| +4% | +$41.9K | 0.58% | 43 |
|
|
2020
Q3 | $929K | Buy |
2,981
+290
| +11% | +$90.4K | 0.62% | 44 |
|
|
2020
Q2 | $794K | Buy |
2,691
+257
| +11% | +$75.8K | 0.64% | 37 |
|
|
2020
Q1 | $607K | Sell |
2,434
-928
| -28% | -$231K | 0.81% | 24 |
|
|
2019
Q4 | $992K | Buy |
+3,362
| New | +$992K | 1.07% | 23 |
|