Asset Planning,Inc UNH Holdings History
Number of Shares
1,839.00
Current Holdings Value*
$963,000.00
% of Portfolio
0.76%
Total Estimate Gain
$-499,500.24
% of Total Estimate Gain
-42.06%
Asset Planning,Inc's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 1,839.00 shares of UnitedHealth Group Inc(UNH), totaling $963,000.00. This investment constitutes 0.76% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $511.20 for 252.00 shares. Based on historical transaction data and UNH's current price of $304.10, Asset Planning,Inc's estimated gain on his UNH holdings is $-499,500.24, reflecting a -42.06% gain to date.
Asset Planning,Inc UNH ($304.10) Holding Chart
Asset Planning,Inc UNH ($304.10) 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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