Bruce G. Allen Investments’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Sell |
790
-166
| -17% | -$51.8K | 0.19% | 62 |
|
|
2025
Q1 | $501K | Sell |
956
-38
| -4% | -$19.9K | 0.4% | 33 |
|
|
2024
Q4 | $503K | Buy |
994
+10
| +1% | +$5.06K | 0.41% | 33 |
|
|
2024
Q3 | $575K | Sell |
984
-11
| -1% | -$6.43K | 0.45% | 32 |
|
|
2024
Q2 | $507K | Buy |
995
+57
| +6% | +$29K | 0.43% | 35 |
|
|
2024
Q1 | $464K | Buy |
938
+58
| +7% | +$28.7K | 0.38% | 38 |
|
|
2023
Q4 | $463K | Buy |
+880
| New | +$463K | 0.42% | 33 |
|