AIM
Allen Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $394M | Buy |
1,262,492
+231,524
| +22% | +$72.2M | 4.29% | 10 |
|
|
2025
Q1 | $540M | Buy |
1,030,968
+64,418
| +7% | +$33.7M | 6.3% | 5 |
|
|
2024
Q4 | $489M | Sell |
966,550
-30,716
| -3% | -$15.5M | 5.65% | 6 |
|
|
2024
Q3 | $583M | Sell |
997,266
-27,371
| -3% | -$16M | 6.93% | 3 |
|
|
2024
Q2 | $522M | Buy |
1,024,637
+167,240
| +20% | +$85.2M | 6.34% | 6 |
|
|
2024
Q1 | $424M | Buy |
857,397
+40,291
| +5% | +$19.9M | 5.32% | 6 |
|
|
2023
Q4 | $430M | Sell |
817,106
-4,518
| -0.5% | -$2.38M | 5.75% | 6 |
|
|
2023
Q3 | $414M | Buy |
821,624
+10,320
| +1% | +$5.2M | 6.06% | 5 |
|
|
2023
Q2 | $390M | Sell |
811,304
-11,923
| -1% | -$5.73M | 5.74% | 5 |
|
|
2023
Q1 | $389M | Sell |
823,227
-3,531
| -0.4% | -$1.67M | 6.52% | 4 |
|
|
2022
Q4 | $438M | Sell |
826,758
-30,650
| -4% | -$16.3M | 7.04% | 2 |
|
|
2022
Q3 | $433M | Sell |
857,408
-30,137
| -3% | -$15.2M | 7.48% | 1 |
|
|
2022
Q2 | $456M | Sell |
887,545
-174,257
| -16% | -$89.5M | 7.38% | 1 |
|
|
2022
Q1 | $541M | Buy |
1,061,802
+22,312
| +2% | +$11.4M | 7.26% | 3 |
|
|
2021
Q4 | $522M | Sell |
1,039,490
-6,271
| -0.6% | -$3.15M | 6.55% | 3 |
|
|
2021
Q3 | $409M | Buy |
1,045,761
+10,425
| +1% | +$4.07M | 5.59% | 5 |
|
|
2021
Q2 | $415M | Buy |
1,035,336
+44,811
| +5% | +$17.9M | 5.58% | 5 |
|
|
2021
Q1 | $369M | Buy |
990,525
+21,086
| +2% | +$7.85M | 5.67% | 3 |
|
|
2020
Q4 | $340M | Buy |
969,439
+40,044
| +4% | +$14M | 5.77% | 4 |
|
|
2020
Q3 | $290M | Buy |
929,395
+3,648
| +0.4% | +$1.14M | 5.39% | 5 |
|
|
2020
Q2 | $273M | Buy |
925,747
+104,104
| +13% | +$30.7M | 5.75% | 5 |
|
|
2020
Q1 | $205M | Buy |
821,643
+137,048
| +20% | +$34.2M | 6.14% | 5 |
|
|
2019
Q4 | $201M | Buy |
684,595
+47,593
| +7% | +$14M | 4.8% | 5 |
|
|
2019
Q3 | $138M | Buy |
637,002
+89,465
| +16% | +$19.4M | 3.65% | 12 |
|
|
2019
Q2 | $134M | Buy |
547,537
+86,576
| +19% | +$21.1M | 3.81% | 13 |
|
|
2019
Q1 | $114M | Buy |
460,961
+355,663
| +338% | +$87.9M | 3.57% | 14 |
|
|
2018
Q4 | $26.2M | Buy |
105,298
+38,340
| +57% | +$9.55M | 1.06% | 26 |
|
|
2018
Q3 | $17.8M | Buy |
+66,958
| New | +$17.8M | 0.61% | 34 |
|