Brown Shipley& Co Ltd UNH Holdings History

Number of Shares
11,305.00
Current Holdings Value*
$5.92 Mil
% of Portfolio
3.35%
Total Estimate Gain
$-1.95 Mil
% of Total Estimate Gain
-23.46%

Brown Shipley& Co Ltd's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Brown Shipley& Co Ltd held 11,305.00 shares of UnitedHealth Group Inc(UNH), totaling $5.92 Mil. This investment constitutes 3.35% of their stock portfolio, and Brown Shipley& Co Ltd now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Brown Shipley& Co Ltd has made 4 purchases of UNH, at an average price of $495.40, for a total of 16,817.00 shares. In addition, there have been 4 sales at an average price of $533.22 for 5,512.00 shares. Based on historical transaction data and UNH's current price of $304.10, Brown Shipley& Co Ltd's estimated gain on his UNH holdings is $-1.95 Mil, reflecting a -23.46% gain to date.

Brown Shipley& Co Ltd UNH ($304.10) Holding Chart

Brown Shipley& Co Ltd 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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