Allen Mooney & Barnes Investment Advisors LLC UNH Holdings History
Allen Mooney & Barnes Investment Advisors LLC's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Allen Mooney & Barnes Investment Advisors LLC held 41,062.00 shares of UnitedHealth Group Inc(UNH), totaling $12.81 Mil. This investment constitutes 2.1% of their stock portfolio, and Allen Mooney & Barnes Investment Advisors LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2022Q1. And since then Allen Mooney & Barnes Investment Advisors LLC has made 8 purchases of UNH, at an average price of $445.86, for a total of 45,486.00 shares. In addition, there have been 4 sales at an average price of $531.61 for 4,424.00 shares. Based on historical transaction data and UNH's current price of $304.10, Allen Mooney & Barnes Investment Advisors LLC's estimated gain on his UNH holdings is $-5.44 Mil, reflecting a -26.83% gain to date.
Allen Mooney & Barnes Investment Advisors LLC UNH ($304.10) Holding Chart
Allen Mooney & Barnes Investment Advisors LLC UNH ($304.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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