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UnitedHealth shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in UnitedHealth

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All positions including UnitedHealth held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in UnitedHealth by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $625k 1.1k 584.43
2024-06-30 $495k 972 509.02
2024-03-31 $517k 1.0k 494.70
2023-12-31 $549k 1.0k 526.47
2023-09-30 $450k 892 504.19
2023-06-30 $429k 892 480.64
2023-03-31 $422k 892 472.59
2022-12-31 $469k 884 530.18
2022-09-30 $479k 886 540.63
2022-06-30 $519k 1.0k 513.86
2022-03-31 $581k 1.2k 489.88
2021-12-31 $596k 1.2k 502.53