Number of Shares
3,384.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
1.62%
Total Estimate Gain
$-1.00 Mil
% of Total Estimate Gain
-38.10%

Cypress Advisory Group LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Cypress Advisory Group LLC held 3,384.00 shares of UnitedHealth Group Inc(UNH), totaling $1.77 Mil. This investment constitutes 1.62% of their stock portfolio, and Cypress Advisory Group LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $511.20 for 1,252.00 shares. Based on historical transaction data and UNH's current price of $292.49, Cypress Advisory Group LLC's estimated gain on his UNH holdings is $-1.00 Mil, reflecting a -38.10% gain to date.

Cypress Advisory Group LLC UNH ($292.49) Holding Chart

Cypress Advisory Group LLC UNH ($292.49) 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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