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
$-899,304.88
% of Total Estimate Gain
-41.63%
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 $288.50, CWC Advisors, LLC.'s estimated gain on his UNH holdings is $-899,304.88, reflecting a -41.63% gain to date.
CWC Advisors, LLC. UNH ($288.50) Holding Chart
CWC Advisors, LLC. UNH ($288.50) 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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