Number of Shares
21,452.00
Current Holdings Value*
$11.24 Mil
% of Portfolio
0.85%
Total Estimate Gain
$3.95 Mil
% of Total Estimate Gain
35.61%

ADELL HARRIMAN & CARPENTER INC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, ADELL HARRIMAN & CARPENTER INC held 21,452.00 shares of UnitedHealth Group Inc(UNH), totaling $11.24 Mil. This investment constitutes 0.85% of their stock portfolio, and ADELL HARRIMAN & CARPENTER INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q1. And since then ADELL HARRIMAN & CARPENTER INC has made 20 purchases of UNH, at an average price of $262.59, for a total of 42,218.00 shares. In addition, there have been 12 sales at an average price of $412.12 for 20,766.00 shares. Based on historical transaction data and UNH's current price of $301.88, ADELL HARRIMAN & CARPENTER INC's estimated gain on his UNH holdings is $3.95 Mil, reflecting a 35.61% gain to date.

ADELL HARRIMAN & CARPENTER INC UNH ($301.88) Holding Chart

ADELL HARRIMAN & CARPENTER INC UNH ($301.88) 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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