CWC Advisors, LLC. UNH Holdings History

Number of Shares
4,370.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.7%
Total Estimate Gain
$-914,009.93
% of Total Estimate Gain
-42.31%

CWC Advisors, LLC.'s UnitedHealth Group Inc Holding Summary

As of 2025-06-30, CWC Advisors, LLC. held 4,370.00 shares of UnitedHealth Group Inc(UNH), totaling $1.36 Mil. This investment constitutes 0.7% of their stock portfolio, and CWC Advisors, LLC. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q3. And since then CWC Advisors, LLC. has made 3 purchases of UNH, at an average price of $494.29, for a total of 4,370.00 shares. Based on historical transaction data and UNH's current price of $285.13, CWC Advisors, LLC.'s estimated gain on his UNH holdings is $-914,009.93, reflecting a -42.31% gain to date.

CWC Advisors, LLC. UNH ($285.13) Holding Chart

CWC Advisors, LLC. UNH ($285.13) 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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