AB Tax-Managed Wealth Appreciation Strategy UNH Holdings History
AB Tax-Managed Wealth Appreciation Strategy's UnitedHealth Group Inc Holding Summary
As of 2025-02-28, AB PORTFOLIOS held 28,165.00 shares of UnitedHealth Group Inc(UNH), totaling $13.38 Mil. This investment constitutes 2.43% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 5 purchases of UNH, at an average price of $250.21, for a total of 34,869.00 shares. In addition, there have been 7 sales at an average price of $384.61 for 6,704.00 shares. Based on historical transaction data and UNH's current price of $297.78, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his UNH holdings is $2.24 Mil, reflecting a 25.68% gain to date.
AB Tax-Managed Wealth Appreciation Strategy UNH ($297.78) Holding Chart
AB Tax-Managed Wealth Appreciation Strategy UNH ($297.78) 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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