Paragon Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $375K | Sell |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $575K | Buy |
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|
2024
Q3 | $625K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $517K | Buy |
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|
2023
Q4 | $549K | Buy |
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|
2023
Q3 | $450K | Hold |
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|
2023
Q2 | $429K | Hold |
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|
2023
Q1 | $422K | Buy |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $581K | Hold |
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|
2021
Q4 | $596K | Buy |
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