Number of Shares
33,132.00
Current Holdings Value*
$16.64 Mil
% of Portfolio
3.65%
Total Estimate Gain
$1.23 Mil
% of Total Estimate Gain
12.01%

Arbor Wealth Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2021-12-31, Arbor Wealth Management, LLC held 33,132.00 shares of UnitedHealth Group Inc(UNH), totaling $16.64 Mil. This investment constitutes 3.65% of their stock portfolio, and Arbor Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q3. And since then Arbor Wealth Management, LLC has made 4 purchases of UNH, at an average price of $266.55, for a total of 38,409.00 shares. In addition, there have been 6 sales at an average price of $349.22 for 5,277.00 shares. Based on historical transaction data and UNH's current price of $290.50, Arbor Wealth Management, LLC's estimated gain on his UNH holdings is $1.23 Mil, reflecting a 12.01% gain to date.

Arbor Wealth Management, LLC UNH ($290.50) Holding Chart

Arbor Wealth Management, LLC UNH ($290.50) 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 %

Top Ranked Articles

  • 1