Paragon Private Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
1,347
-119
| -8% | -$37.1K | 0.17% | 139 |
|
|
2025
Q1 | $768K | Buy |
1,466
+328
| +29% | +$172K | 0.36% | 80 |
|
|
2024
Q4 | $575K | Buy |
1,138
+68
| +6% | +$34.4K | 0.27% | 97 |
|
|
2024
Q3 | $625K | Buy |
1,070
+98
| +10% | +$57.3K | 0.31% | 91 |
|
|
2024
Q2 | $495K | Sell |
972
-73
| -7% | -$37.2K | 0.28% | 97 |
|
|
2024
Q1 | $517K | Buy |
1,045
+3
| +0.3% | +$1.48K | 0.31% | 93 |
|
|
2023
Q4 | $549K | Buy |
1,042
+150
| +17% | +$79K | 0.38% | 79 |
|
|
2023
Q3 | $450K | Hold |
892
| – | – | 0.37% | 80 |
|
|
2023
Q2 | $429K | Hold |
892
| – | – | 0.34% | 88 |
|
|
2023
Q1 | $422K | Buy |
892
+8
| +0.9% | +$3.78K | 0.36% | 87 |
|
|
2022
Q4 | $469K | Sell |
884
-2
| -0.2% | -$1.06K | 0.42% | 73 |
|
|
2022
Q3 | $479K | Sell |
886
-124
| -12% | -$67K | 0.47% | 68 |
|
|
2022
Q2 | $519K | Sell |
1,010
-176
| -15% | -$90.4K | 0.55% | 57 |
|
|
2022
Q1 | $581K | Hold |
1,186
| – | – | 0.57% | 55 |
|
|
2021
Q4 | $596K | Buy |
+1,186
| New | +$596K | 0.53% | 56 |
|