David Rolfe UNH Holdings History

Number of Shares
10,302.00
Current Holdings Value*
$3.17 Mil
% of Portfolio
0.64%
Total Estimate Gain
$3.41 Mil
% of Total Estimate Gain
8.63%

David Rolfe's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Wedgewood Partners, Inc. held 10,302.00 shares of UnitedHealth Group Inc(UNH), totaling $3.17 Mil. This investment constitutes 0.64% of their stock portfolio, and Wedgewood Partners, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q3. And since then David Rolfe has made 5 purchases of UNH, at an average price of $445.53, for a total of 88,791.00 shares. In addition, there have been 10 sales at an average price of $507.77 for 78,489.00 shares. Based on historical transaction data and UNH's current price of $302.62, David Rolfe's estimated gain on his UNH holdings is $3.41 Mil, reflecting a 8.63% gain to date.

David Rolfe UNH ($302.62) Holding Chart

David Rolfe UNH ($302.62) 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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