Number of Shares
7,144.00
Current Holdings Value*
$3.74 Mil
% of Portfolio
2.23%
Total Estimate Gain
$-1.11 Mil
% of Total Estimate Gain
-13.65%

Dividend Growth Portfolio's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Dividend Growth Portfolio held 7,144.00 shares of UnitedHealth Group Inc(UNH), totaling $3.74 Mil. This investment constitutes 2.23% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q1. And since then Dividend Growth Portfolio has made 4 purchases of UNH, at an average price of $495.51, for a total of 16,344.00 shares. In addition, there have been 9 sales at an average price of $538.72 for 9,200.00 shares. Based on historical transaction data and UNH's current price of $285.13, Dividend Growth Portfolio's estimated gain on his UNH holdings is $-1.11 Mil, reflecting a -13.65% gain to date.

Dividend Growth Portfolio UNH ($285.13) Holding Chart

Dividend Growth Portfolio UNH ($285.13) 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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