Alta Quality Growth Fund UNH Holdings History
Alta Quality Growth Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Capitol Series Trust held 4,040.00 shares of UnitedHealth Group Inc(UNH), totaling $2.12 Mil. This investment constitutes 4.45% of their stock portfolio, and Capitol Series Trust now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q1. And since then Alta Quality Growth Fund has made 5 purchases of UNH, at an average price of $489.43, for a total of 4,903.00 shares. In addition, there have been 2 sales at an average price of $526.92 for 863.00 shares. Based on historical transaction data and UNH's current price of $285.13, Alta Quality Growth Fund's estimated gain on his UNH holdings is $-793,015.20, reflecting a -33.05% gain to date.
Alta Quality Growth Fund UNH ($285.13) Holding Chart
Alta Quality Growth Fund UNH ($285.13) 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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