Allen Mooney & Barnes Investment Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.8M | Buy |
41,062
+18,151
| +79% | +$5.66M | 2.1% | 18 |
|
|
2025
Q1 | $12M | Buy |
22,911
+1,445
| +7% | +$757K | 1.95% | 21 |
|
|
2024
Q4 | $10.9M | Sell |
21,466
-3
| -0% | -$1.52K | 1.83% | 21 |
|
|
2024
Q3 | $12.6M | Sell |
21,469
-620
| -3% | -$363K | 2.14% | 14 |
|
|
2024
Q2 | $11.2M | Buy |
22,089
+132
| +0.6% | +$67.2K | 2.01% | 18 |
|
|
2024
Q1 | $9.7M | Buy |
21,957
+151
| +0.7% | +$66.7K | 1.86% | 21 |
|
|
2023
Q4 | $11.5M | Sell |
21,806
-103
| -0.5% | -$54.2K | 2.18% | 17 |
|
|
2023
Q3 | $11M | Buy |
21,909
+1,228
| +6% | +$619K | 2.35% | 11 |
|
|
2023
Q2 | $9.94M | Buy |
20,681
+21
| +0.1% | +$10.1K | 2.2% | 14 |
|
|
2023
Q1 | $9.76M | Buy |
20,660
+293
| +1% | +$138K | 2.34% | 13 |
|
|
2022
Q4 | $10.8M | Buy |
20,367
+527
| +3% | +$279K | 2.59% | 9 |
|
|
2022
Q3 | $10M | Sell |
19,840
-3,698
| -16% | -$1.87M | 2.68% | 8 |
|
|
2022
Q2 | $12.1M | Buy |
23,538
+1,738
| +8% | +$893K | 3.1% | 3 |
|
|
2022
Q1 | $11.1M | Buy |
+21,800
| New | +$11.1M | 2.46% | 8 |
|