BKM Wealth Management, LLC UNH Holdings History
BKM Wealth Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, BKM Wealth Management, LLC held 4,430.00 shares of UnitedHealth Group Inc(UNH), totaling $2.32 Mil. This investment constitutes 0.96% of their stock portfolio, and BKM Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q4. And since then BKM Wealth Management, LLC has made 3 purchases of UNH, at an average price of $533.19, for a total of 6,123.00 shares. In addition, there have been 2 sales at an average price of $508.76 for 1,693.00 shares. Based on historical transaction data and UNH's current price of $278.58, BKM Wealth Management, LLC's estimated gain on his UNH holdings is $-1.17 Mil, reflecting a -35.82% gain to date.
BKM Wealth Management, LLC UNH ($278.58) Holding Chart
BKM Wealth Management, 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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