Number of Shares
443.00
Current Holdings Value*
$229,820.00
% of Portfolio
0.15%
Total Estimate Gain
$-140,501.49
% of Total Estimate Gain
-11.76%

Carroll Investors, Inc's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Carroll Investors, Inc held 443.00 shares of UnitedHealth Group Inc(UNH), totaling $229,820.00. This investment constitutes 0.15% of their stock portfolio, and Carroll Investors, Inc now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then Carroll Investors, Inc has made 2 purchases of UNH, at an average price of $519.40, for a total of 2,300.00 shares. In addition, there have been 6 sales at an average price of $499.63 for 1,857.00 shares. Based on historical transaction data and UNH's current price of $285.13, Carroll Investors, Inc's estimated gain on his UNH holdings is $-140,501.49, reflecting a -11.76% gain to date.

Carroll Investors, Inc UNH ($285.13) Holding Chart

Carroll Investors, Inc 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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