AFFINITY INVESTMENT ADVISORS, LLC UNH Holdings History
AFFINITY INVESTMENT ADVISORS, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, AFFINITY INVESTMENT ADVISORS, LLC held 4,397.00 shares of UnitedHealth Group Inc(UNH), totaling $2.30 Mil. This investment constitutes 1.88% of their stock portfolio, and AFFINITY INVESTMENT ADVISORS, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2013Q3. And since then AFFINITY INVESTMENT ADVISORS, LLC has made 10 purchases of UNH, at an average price of $97.59, for a total of 338,096.00 shares. In addition, there have been 34 sales at an average price of $126.69 for 333,699.00 shares. Based on historical transaction data and UNH's current price of $303.71, AFFINITY INVESTMENT ADVISORS, LLC's estimated gain on his UNH holdings is $10.62 Mil, reflecting a 32.18% gain to date.
AFFINITY INVESTMENT ADVISORS, LLC UNH ($303.71) Holding Chart
AFFINITY INVESTMENT ADVISORS, LLC UNH ($303.71) 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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