Allen Capital Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.05M | Buy |
16,177
+3,446
| +27% | +$1.08M | 0.52% | 47 |
|
|
2025
Q1 | $6.67M | Buy |
12,731
+1,879
| +17% | +$984K | 0.75% | 34 |
|
|
2024
Q4 | $5.49M | Buy |
10,852
+515
| +5% | +$261K | 0.66% | 39 |
|
|
2024
Q3 | $6.04M | Buy |
10,337
+291
| +3% | +$170K | 0.75% | 32 |
|
|
2024
Q2 | $5.12M | Buy |
10,046
+789
| +9% | +$402K | 0.7% | 36 |
|
|
2024
Q1 | $4.58M | Buy |
9,257
+8,727
| +1,647% | +$4.32M | 0.64% | 38 |
|
|
2023
Q4 | $279K | Buy |
530
+89
| +20% | +$46.9K | 0.04% | 146 |
|
|
2023
Q3 | $227K | Buy |
441
+22
| +5% | +$11.3K | 0.04% | 149 |
|
|
2023
Q2 | $201K | Buy |
+419
| New | +$201K | 0.03% | 168 |
|
|
2022
Q4 | – | Sell |
-424
| Closed | -$214K | – | 166 |
|
|
2022
Q3 | $214K | Sell |
424
-11
| -3% | -$5.55K | 0.05% | 150 |
|
|
2022
Q2 | $223K | Buy |
+435
| New | +$223K | 0.05% | 141 |
|
|
2019
Q1 | – | Sell |
-4,525
| Closed | -$1.2M | – | 119 |
|
|
2018
Q4 | $1.2M | Buy |
4,525
+226
| +5% | +$60K | 0.42% | 51 |
|
|
2018
Q3 | $1.14M | Buy |
4,299
+61
| +1% | +$16.2K | 0.38% | 52 |
|
|
2018
Q2 | $1.04M | Buy |
4,238
+212
| +5% | +$52K | 0.38% | 47 |
|
|
2018
Q1 | $862K | Buy |
4,026
+1,199
| +42% | +$257K | 0.33% | 50 |
|
|
2017
Q4 | $623K | Buy |
+2,827
| New | +$623K | 0.27% | 59 |
|