Number of Shares
790.00
Current Holdings Value*
$246,460.00
% of Portfolio
0.19%
Total Estimate Gain
$-222,899.50
% of Total Estimate Gain
-41.86%

Bruce G. Allen Investments, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, Bruce G. Allen Investments, LLC held 790.00 shares of UnitedHealth Group Inc(UNH), totaling $246,460.00. This investment constitutes 0.19% of their stock portfolio, and Bruce G. Allen Investments, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q4. And since then Bruce G. Allen Investments, LLC has made 3 purchases of UNH, at an average price of $529.79, for a total of 1,005.00 shares. In addition, there have been 3 sales at an average price of $416.11 for 215.00 shares. Based on historical transaction data and UNH's current price of $278.58, Bruce G. Allen Investments, LLC's estimated gain on his UNH holdings is $-222,899.50, reflecting a -41.86% gain to date.

Bruce G. Allen Investments, LLC UNH ($278.58) Holding Chart

Bruce G. Allen Investments, LLC UNH ($278.58) 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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