Paulson 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 | $845K | Sell |
2,709
-418
| -13% | -$130K | 0.22% | 54 |
|
|
2025
Q1 | $1.64M | Sell |
3,127
-159
| -5% | -$83.3K | 0.46% | 27 |
|
|
2024
Q4 | $1.66M | Sell |
3,286
-265
| -7% | -$134K | 0.45% | 29 |
|
|
2024
Q3 | $2.08M | Sell |
3,551
-50
| -1% | -$29.2K | 0.56% | 28 |
|
|
2024
Q2 | $1.83M | Sell |
3,601
-18
| -0.5% | -$9.17K | 0.54% | 30 |
|
|
2024
Q1 | $1.79M | Buy |
3,619
+121
| +3% | +$59.9K | 0.53% | 32 |
|
|
2023
Q4 | $1.84M | Buy |
3,498
+17
| +0.5% | +$8.95K | 0.59% | 30 |
|
|
2023
Q3 | $1.76M | Buy |
3,481
+283
| +9% | +$143K | 0.61% | 30 |
|
|
2023
Q2 | $1.54M | Buy |
3,198
+816
| +34% | +$392K | 0.52% | 33 |
|
|
2023
Q1 | $1.13M | Buy |
2,382
+45
| +2% | +$21.3K | 0.5% | 24 |
|
|
2022
Q4 | $1.24M | Buy |
2,337
+82
| +4% | +$43.5K | 0.6% | 21 |
|
|
2022
Q3 | $1.14M | Sell |
2,255
-498
| -18% | -$252K | 0.61% | 19 |
|
|
2022
Q2 | $1.41M | Buy |
2,753
+46
| +2% | +$23.6K | 0.74% | 18 |
|
|
2022
Q1 | $1.38M | Buy |
2,707
+106
| +4% | +$54K | 0.63% | 18 |
|
|
2021
Q4 | $1.31M | Sell |
2,601
-219
| -8% | -$110K | 0.58% | 19 |
|
|
2021
Q3 | $1.1M | Sell |
2,820
-67
| -2% | -$26.2K | 0.52% | 23 |
|
|
2021
Q2 | $1.16M | Hold |
2,887
| – | – | 0.56% | 23 |
|
|
2021
Q1 | $1.13M | Buy |
2,887
+136
| +5% | +$53K | 0.56% | 23 |
|
|
2020
Q4 | $965K | Buy |
2,751
+723
| +36% | +$254K | 0.56% | 22 |
|
|
2020
Q3 | $632K | Buy |
2,028
+438
| +28% | +$136K | 0.41% | 34 |
|
|
2020
Q2 | $469K | Sell |
1,590
-118
| -7% | -$34.8K | 0.33% | 44 |
|
|
2020
Q1 | $481K | Buy |
1,708
+100
| +6% | +$28.2K | 0.37% | 41 |
|
|
2019
Q4 | $480K | Sell |
1,608
-126
| -7% | -$37.6K | 0.34% | 57 |
|
|
2019
Q3 | $377K | Sell |
1,734
-206
| -11% | -$44.8K | 0.28% | 65 |
|
|
2019
Q2 | $495K | Sell |
1,940
-519
| -21% | -$132K | 0.37% | 46 |
|
|
2019
Q1 | $608K | Sell |
2,459
-111
| -4% | -$27.4K | 0.46% | 48 |
|
|
2018
Q4 | $683K | Sell |
2,570
-617
| -19% | -$164K | 0.56% | 42 |
|
|
2018
Q3 | $844K | Sell |
3,187
-41
| -1% | -$10.9K | 0.76% | 35 |
|
|
2018
Q2 | $792K | Sell |
3,228
-236
| -7% | -$57.9K | 0.78% | 40 |
|
|
2018
Q1 | $741K | Buy |
3,464
+1,162
| +50% | +$249K | 0.74% | 44 |
|
|
2017
Q4 | $507K | Buy |
+2,302
| New | +$507K | 0.45% | 58 |
|