Elk River Wealth Management, LLC UNH Holdings History
Elk River Wealth Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 3,804.00 shares of UnitedHealth Group Inc(UNH), totaling $1.19 Mil. This investment constitutes 0.2% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 9 purchases of UNH, at an average price of $363.12, for a total of 19,401.00 shares. In addition, there have been 9 sales at an average price of $404.26 for 15,597.00 shares. Based on historical transaction data and UNH's current price of $304.10, Elk River Wealth Management, LLC's estimated gain on his UNH holdings is $417,200.24, reflecting a 5.92% gain to date.
Elk River Wealth Management, LLC UNH ($304.10) Holding Chart
Elk River Wealth Management, LLC UNH ($304.10) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
