Cromwell Sustainable Balanced Fund UNH Holdings History
Cromwell Sustainable Balanced Fund's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q1. And since then Cromwell Sustainable Balanced Fund has made 2 purchases of UNH, at an average price of $510.18, for a total of 285.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 285.00 shares. Based on historical transaction data and UNH's current price of $288.50, Cromwell Sustainable Balanced Fund's estimated gain on his UNH holdings is $290.58, reflecting a 0.20% gain to date.
Cromwell Sustainable Balanced Fund UNH ($288.50) Holding Chart
Cromwell Sustainable Balanced Fund 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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