Number of Shares
24,338.00
Current Holdings Value*
$12.75 Mil
% of Portfolio
2.41%
Total Estimate Gain
$-2.62 Mil
% of Total Estimate Gain
-22.31%

DIVIDEND ASSETS CAPITAL, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, DIVIDEND ASSETS CAPITAL, LLC held 24,338.00 shares of UnitedHealth Group Inc(UNH), totaling $12.75 Mil. This investment constitutes 2.41% of their stock portfolio, and DIVIDEND ASSETS CAPITAL, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q3. And since then DIVIDEND ASSETS CAPITAL, LLC has made 21 purchases of UNH, at an average price of $366.40, for a total of 32,056.00 shares. In addition, there have been 9 sales at an average price of $303.85 for 7,718.00 shares. Based on historical transaction data and UNH's current price of $278.58, DIVIDEND ASSETS CAPITAL, LLC's estimated gain on his UNH holdings is $-2.62 Mil, reflecting a -22.31% gain to date.

DIVIDEND ASSETS CAPITAL, LLC UNH ($278.58) Holding Chart

DIVIDEND ASSETS CAPITAL, LLC UNH ($278.58) 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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