Number of Shares
2,379.00
Current Holdings Value*
$742,180.00
% of Portfolio
0.66%
Total Estimate Gain
$-605,633.67
% of Total Estimate Gain
-46.91%

DB Fitzpatrick & Co, Inc's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, DB Fitzpatrick & Co, Inc held 2,379.00 shares of UnitedHealth Group Inc(UNH), totaling $742,180.00. This investment constitutes 0.66% of their stock portfolio, and DB Fitzpatrick & Co, Inc now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q4. And since then DB Fitzpatrick & Co, Inc has made 3 purchases of UNH, at an average price of $542.64, for a total of 2,379.00 shares. Based on historical transaction data and UNH's current price of $288.07, DB Fitzpatrick & Co, Inc's estimated gain on his UNH holdings is $-605,633.67, reflecting a -46.91% gain to date.

DB Fitzpatrick & Co, Inc UNH ($288.07) Holding Chart

DB Fitzpatrick & Co, Inc UNH ($288.07) 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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