Number of Shares
612.00
Current Holdings Value*
$288,060.00
% of Portfolio
1.7%
Total Estimate Gain
$2.36 Mil
% of Total Estimate Gain
8.62%

Compound Global Advisors, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Compound Global Advisors, LLC held 612.00 shares of UnitedHealth Group Inc(UNH), totaling $288,060.00. This investment constitutes 1.7% of their stock portfolio, and Compound Global Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q1. And since then Compound Global Advisors, LLC has made 2 purchases of UNH, at an average price of $484.97, for a total of 56,424.00 shares. In addition, there have been 5 sales at an average price of $529.22 for 55,812.00 shares. Based on historical transaction data and UNH's current price of $303.60, Compound Global Advisors, LLC's estimated gain on his UNH holdings is $2.36 Mil, reflecting a 8.62% gain to date.

Compound Global Advisors, LLC UNH ($303.60) Holding Chart

Compound Global Advisors, LLC UNH ($303.60) 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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