Ascent Wealth Partners, LLC UNH Holdings History
Ascent Wealth Partners, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 5,975.00 shares of UnitedHealth Group Inc(UNH), totaling $3.13 Mil. This investment constitutes 0.42% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2014Q3. And since then Ascent Wealth Partners, LLC has made 14 purchases of UNH, at an average price of $174.12, for a total of 39,733.00 shares. In addition, there have been 13 sales at an average price of $403.88 for 33,758.00 shares. Based on historical transaction data and UNH's current price of $278.58, Ascent Wealth Partners, LLC's estimated gain on his UNH holdings is $8.38 Mil, reflecting a 121.13% gain to date.
Ascent Wealth Partners, LLC UNH ($278.58) Holding Chart
Ascent Wealth Partners, LLC UNH ($278.58) 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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