Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-45,108.84
% of Total Estimate Gain
-13.00%

CJM Wealth Advisers, Ltd.'s UnitedHealth Group Inc Holding Summary

As of 2025-06-30, CJM Wealth Advisers, Ltd. held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 3 purchases of UNH, at an average price of $461.48, for a total of 752.00 shares. In addition, there have been 4 sales at an average price of $401.50 for 752.00 shares. Based on historical transaction data and UNH's current price of $282.65, CJM Wealth Advisers, Ltd.'s estimated gain on his UNH holdings is $-45,108.84, reflecting a -13.00% gain to date.

CJM Wealth Advisers, Ltd. UNH ($282.65) Holding Chart

CJM Wealth Advisers, Ltd. UNH ($282.65) 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 %

Top Ranked Articles

  • 1