Blue Zone Wealth Advisors, LLC UNH Holdings History
Blue Zone Wealth Advisors, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Blue Zone Wealth Advisors, LLC held 13,082.00 shares of UnitedHealth Group Inc(UNH), totaling $6.85 Mil. This investment constitutes 1.9% of their stock portfolio, and Blue Zone Wealth Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q1. And since then Blue Zone Wealth Advisors, LLC has made 11 purchases of UNH, at an average price of $457.54, for a total of 15,765.00 shares. In addition, there have been 8 sales at an average price of $342.75 for 2,683.00 shares. Based on historical transaction data and UNH's current price of $294.93, Blue Zone Wealth Advisors, LLC's estimated gain on his UNH holdings is $-2.44 Mil, reflecting a -33.76% gain to date.
Blue Zone Wealth Advisors, LLC UNH ($294.93) Holding Chart
Blue Zone Wealth Advisors, LLC UNH ($294.93) 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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