Number of Shares
4,107.00
Current Holdings Value*
$1.28 Mil
% of Portfolio
0.16%
Total Estimate Gain
$-1.23 Mil
% of Total Estimate Gain
-18.73%

Archford Capital Strategies, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, Archford Capital Strategies, LLC held 4,107.00 shares of UnitedHealth Group Inc(UNH), totaling $1.28 Mil. This investment constitutes 0.16% of their stock portfolio, and Archford Capital Strategies, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q2. And since then Archford Capital Strategies, LLC has made 25 purchases of UNH, at an average price of $437.40, for a total of 14,962.00 shares. In addition, there have been 5 sales at an average price of $379.30 for 10,855.00 shares. Based on historical transaction data and UNH's current price of $292.51, Archford Capital Strategies, LLC's estimated gain on his UNH holdings is $-1.23 Mil, reflecting a -18.73% gain to date.

Archford Capital Strategies, LLC UNH ($292.51) Holding Chart

Archford Capital Strategies, LLC UNH ($292.51) 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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