A detailed history of Paragon Private Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Paragon Private Wealth Management, LLC holds 1,070 shares of UNH stock, worth $639,314. This represents 0.32% of its overall portfolio holdings.

Number of Shares
1,070
Previous 972 10.08%
Holding current value
$639,314
Previous $495,000 26.26%
% of portfolio
0.32%
Previous 0.29%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024

BUY
$488.01 - $604.18 $47,824 - $59,209
98 Added 10.08%
1,070 $625,000
Q2 2024

Aug 12, 2024

SELL
$439.2 - $524.63 $32,061 - $38,297
-73 Reduced 6.99%
972 $495,000
Q1 2024

May 13, 2024

BUY
$472.6 - $545.42 $1,417 - $1,636
3 Added 0.29%
1,045 $516,000
Q4 2023

Feb 09, 2024

BUY
$509.47 - $552.97 $76,420 - $82,945
150 Added 16.82%
1,042 $548,000
Q1 2023

Apr 17, 2023

BUY
$460.33 - $518.33 $3,682 - $4,146
8 Added 0.9%
892 $421,000
Q4 2022

Feb 13, 2023

SELL
$498.86 - $555.15 $997 - $1,110
-2 Reduced 0.23%
884 $468,000
Q3 2022

Nov 02, 2022

SELL
$501.24 - $549.95 $62,153 - $68,193
-124 Reduced 12.28%
886 $479,000
Q2 2022

Jul 18, 2022

SELL
$452.06 - $546.01 $79,562 - $96,097
-176 Reduced 14.84%
1,010 $519,000
Q4 2021

Jun 08, 2022

BUY
$387.01 - $505.58 $458,993 - $599,617
1,186 New
1,186 $596,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $559B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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