RWPA
Richard W. Paul & Associates’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
4,003
+1,792
| +81% | +$559K | 0.45% | 51 |
|
|
2025
Q1 | $1.16M | Sell |
2,211
-7
| -0.3% | -$3.67K | 0.45% | 49 |
|
|
2024
Q4 | $1.12M | Buy |
2,218
+18
| +0.8% | +$9.11K | 0.41% | 66 |
|
|
2024
Q3 | $1.29M | Buy |
2,200
+2
| +0.1% | +$1.17K | 0.46% | 58 |
|
|
2024
Q2 | $1.12M | Buy |
2,198
+38
| +2% | +$19.4K | 0.43% | 55 |
|
|
2024
Q1 | $1.07M | Buy |
2,160
+103
| +5% | +$51K | 0.43% | 57 |
|
|
2023
Q4 | $1.08M | Sell |
2,057
-31
| -1% | -$16.3K | 0.45% | 57 |
|
|
2023
Q3 | $1.05M | Buy |
2,088
+66
| +3% | +$33.3K | 0.48% | 54 |
|
|
2023
Q2 | $972K | Buy |
2,022
+61
| +3% | +$29.3K | 0.42% | 66 |
|
|
2023
Q1 | $927K | Buy |
1,961
+71
| +4% | +$33.6K | 0.43% | 67 |
|
|
2022
Q4 | $1M | Buy |
+1,890
| New | +$1M | 0.5% | 55 |
|