Allred Capital Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Sell |
2,865
-62
| -2% | -$19.3K | 0.33% | 71 |
|
|
2025
Q1 | $1.53M | Buy |
2,927
+279
| +11% | +$146K | 0.61% | 43 |
|
|
2024
Q4 | $1.34M | Buy |
2,648
+40
| +2% | +$20.2K | 0.52% | 46 |
|
|
2024
Q3 | $1.52M | Buy |
2,608
+101
| +4% | +$59K | 0.6% | 40 |
|
|
2024
Q2 | $1.28M | Buy |
2,507
+169
| +7% | +$86.1K | 0.49% | 43 |
|
|
2024
Q1 | $1.16M | Buy |
2,338
+355
| +18% | +$176K | 0.45% | 48 |
|
|
2023
Q4 | $1.04M | Sell |
1,983
-11
| -0.6% | -$5.79K | 0.45% | 45 |
|
|
2023
Q3 | $1.01M | Sell |
1,994
-273
| -12% | -$138K | 0.5% | 39 |
|
|
2023
Q2 | $1.09M | Sell |
2,267
-24
| -1% | -$11.5K | 0.53% | 39 |
|
|
2023
Q1 | $1.08M | Buy |
2,291
+110
| +5% | +$52K | 0.57% | 42 |
|
|
2022
Q4 | $1.16M | Buy |
2,181
+6
| +0.3% | +$3.18K | 0.63% | 37 |
|
|
2022
Q3 | $1.1M | Buy |
2,175
+7
| +0.3% | +$3.53K | 0.68% | 33 |
|
|
2022
Q2 | $1.11M | Sell |
2,168
-30
| -1% | -$15.4K | 0.7% | 41 |
|
|
2022
Q1 | $1.12M | Sell |
2,198
-569
| -21% | -$290K | 0.59% | 44 |
|
|
2021
Q4 | $1.39M | Sell |
2,767
-113
| -4% | -$56.7K | 0.67% | 35 |
|
|
2021
Q3 | $1.13M | Sell |
2,880
-22
| -0.8% | -$8.59K | 0.59% | 40 |
|
|
2021
Q2 | $1.16M | Sell |
2,902
-99
| -3% | -$39.6K | 0.57% | 42 |
|
|
2021
Q1 | $1.12M | Buy |
3,001
+201
| +7% | +$74.8K | 0.51% | 46 |
|
|
2020
Q4 | $981K | Sell |
2,800
-156
| -5% | -$54.7K | 0.54% | 52 |
|
|
2020
Q3 | $921K | Buy |
2,956
+256
| +9% | +$79.8K | 0.56% | 53 |
|
|
2020
Q2 | $796K | Buy |
2,700
+554
| +26% | +$163K | 0.51% | 59 |
|
|
2020
Q1 | $535K | Buy |
2,146
+609
| +40% | +$152K | 0.42% | 64 |
|
|
2019
Q4 | $452K | Sell |
1,537
-459
| -23% | -$135K | 0.25% | 89 |
|
|
2019
Q3 | $433K | Sell |
1,996
-632
| -24% | -$137K | 0.26% | 99 |
|
|
2019
Q2 | $640K | Sell |
2,628
-94
| -3% | -$22.9K | 0.36% | 80 |
|
|
2019
Q1 | $665K | Buy |
2,722
+196
| +8% | +$47.9K | 0.38% | 79 |
|
|
2018
Q4 | $628K | Buy |
+2,526
| New | +$628K | 0.42% | 73 |
|