AllSquare Wealth Management LLC UNH Holdings History
AllSquare Wealth Management LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, AllSquare Wealth Management LLC held 1,007.00 shares of UnitedHealth Group Inc(UNH), totaling $527,420.00. This investment constitutes 0.31% of their stock portfolio, and AllSquare Wealth Management LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2014Q4. And since then AllSquare Wealth Management LLC has made 11 purchases of UNH, at an average price of $273.00, for a total of 1,982.00 shares. In addition, there have been 6 sales at an average price of $418.20 for 975.00 shares. Based on historical transaction data and UNH's current price of $282.65, AllSquare Wealth Management LLC's estimated gain on his UNH holdings is $151,285.25, reflecting a 27.96% gain to date.
AllSquare Wealth Management LLC UNH ($282.65) Holding Chart
AllSquare Wealth Management LLC UNH ($282.65) 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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