Allen Mooney & Barnes Investment Advisors LLC Unitedhealth Group Inc Transaction History

Allen Mooney & Barnes Investment Advisors LLC

$609 Billion
Q2 2025

A detailed history of Allen Mooney & Barnes Investment Advisors LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Allen Mooney & Barnes Investment Advisors LLC holds 41,062 shares of UNH stock, worth $10.1 Million. This represents 2.1% of its overall portfolio holdings.

Number of Shares

41,062

Previous 22,911 79.22%

Holding current value

$10.1 Million

Previous $12 Billion 6.75%

% of portfolio

2.1%

Previous 1.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	BUY	$274.35 - $599.47 $4.98 Million - $10.9 Million	18,151 Added 79.22%	41,062 $12.8 Billion
Q1 2025 Apr 15, 2025	BUY	$461.52 - $548.18 $666,896 - $792,120	1,445 Added 6.73%	22,911 $12 Billion
Q4 2024 Jan 14, 2025	SELL	$485.52 - $625.25 $1,456 - $1,875	-3 Reduced 0.01%	21,466 $10.9 Billion
Q3 2024 Oct 15, 2024	SELL	$488.01 - $604.18 $302,566 - $374,591	-620 Reduced 2.81%	21,469 $12.6 Billion
Q2 2024 Jul 11, 2024	BUY	$439.2 - $524.63 $57,974 - $69,251	132 Added 0.6%	22,089 $11.2 Billion
Q1 2024 Apr 12, 2024	BUY	$472.6 - $545.42 $71,362 - $82,358	151 Added 0.69%	21,957 $9.7 Billion
Q4 2023 Jan 22, 2024	SELL	$509.47 - $552.97 $52,475 - $56,955	-103 Reduced 0.47%	21,806 $11.5 Billion
Q3 2023 Nov 21, 2023	BUY	$447.75 - $510.93 $9.81 Million - $11.2 Million	21,909 New	21,909 $11 Billion
Q2 2023 May 23, 2024	BUY	$458.49 - $526.23 $9,628 - $11,050	21 Added 0.1%	20,681 $9.94 Billion
Q1 2023 May 23, 2024	BUY	$460.33 - $518.33 $134,876 - $151,870	293 Added 1.44%	20,660 $9.76 Billion
Q4 2022 May 23, 2024	SELL	$498.86 - $555.15 $793,187 - $882,688	-1,590 Reduced 7.24%	20,367 $10.8 Billion
Q3 2022 May 23, 2024	SELL	$501.24 - $549.95 $1.85 Million - $2.03 Million	-3,698 Reduced 15.71%	19,840 $10 Billion
Q2 2022 May 23, 2024	BUY	$452.06 - $546.01 $785,680 - $948,965	1,738 Added 7.97%	23,538 $12.1 Billion
Q1 2022 May 23, 2024	SELL	$455.89 - $520.82 $71,574 - $81,768	-157 Reduced 0.72%	21,800 $11.1 Billion

Others Institutions Holding UNH

# of Institutions

3,809

Shares Held

781M

Call Options Held

9.67M

Put Options Held

10.3M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $230B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

More about UNH

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Allen Mooney & Barnes Investment Advisors LLC Unitedhealth Group Inc Transaction History