Allen Capital Group’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.5M Buy
2025
Q2
$5.05M Buy
2025
Q1
$6.67M Buy
2024
Q4
$5.49M Buy
2024
Q3
$6.04M Buy
2024
Q2
$5.12M Buy
2024
Q1
$4.58M Buy
2023
Q4
$279K Buy
2023
Q3
$227K Buy
2023
Q2
$201K Buy
2022
Q4
Sell
2022
Q3
$214K Sell
2022
Q2
$223K Buy
2019
Q1
Sell
2018
Q4
$1.2M Buy
2018
Q3
$1.14M Buy
2018
Q2
$1.04M Buy
2018
Q1
$862K Buy
2017
Q4
$623K Buy