Carl P. Sherr & Co., LLC UNH Holdings History
Carl P. Sherr & Co., LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Carl P. Sherr & Co., LLC held 645.00 shares of UnitedHealth Group Inc(UNH), totaling $337,820.00. This investment constitutes 0.18% of their stock portfolio, and Carl P. Sherr & Co., LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2022Q3. And since then Carl P. Sherr & Co., LLC has made 2 purchases of UNH, at an average price of $516.86, for a total of 1,052.00 shares. In addition, there have been 1 sales at an average price of $529.71 for 407.00 shares. Based on historical transaction data and UNH's current price of $282.65, Carl P. Sherr & Co., LLC's estimated gain on his UNH holdings is $-145,835.59, reflecting a -26.82% gain to date.
Carl P. Sherr & Co., LLC UNH ($282.65) Holding Chart
Carl P. Sherr & Co., LLC 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 % | |||
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