Avalon Investment & Advisory UNH Holdings History
Avalon Investment & Advisory's UnitedHealth Group Inc Holding Summary
As of 2023-03-31, Avalon Investment & Advisory held 166,793.00 shares of UnitedHealth Group Inc(UNH), totaling $78.82 Mil. This investment constitutes 2.16% of their stock portfolio, and Avalon Investment & Advisory now holds 0.02% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2014Q4. And since then Avalon Investment & Advisory has made 23 purchases of UNH, at an average price of $216.45, for a total of 413,098.00 shares. In addition, there have been 10 sales at an average price of $258.80 for 246,305.00 shares. Based on historical transaction data and UNH's current price of $304.10, Avalon Investment & Advisory's estimated gain on his UNH holdings is $25.05 Mil, reflecting a 28.02% gain to date.
Avalon Investment & Advisory UNH ($304.10) Holding Chart
Avalon Investment & Advisory 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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