Charles Carroll Financial Partners, LLC UNH Holdings History
Charles Carroll Financial Partners, LLC's UnitedHealth Group Inc Holding Summary
As of 2023-12-31, Charles Carroll Financial Partners, LLC held 5,706.00 shares of UnitedHealth Group Inc(UNH), totaling $3.00 Mil. This investment constitutes 3.23% of their stock portfolio, and Charles Carroll Financial Partners, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2021Q4. And since then Charles Carroll Financial Partners, LLC has made 6 purchases of UNH, at an average price of $476.29, for a total of 8,206.00 shares. In addition, there have been 1 sales at an average price of $492.14 for 2,500.00 shares. Based on historical transaction data and UNH's current price of $283.89, Charles Carroll Financial Partners, LLC's estimated gain on his UNH holdings is $-1.06 Mil, reflecting a -27.08% gain to date.
Charles Carroll Financial Partners, LLC UNH ($283.89) Holding Chart
Charles Carroll Financial Partners, LLC UNH ($283.89) 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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