Number of Shares
2,372.00
Current Holdings Value*
$1.24 Mil
% of Portfolio
0.7%
Total Estimate Gain
$-444,963.46
% of Total Estimate Gain
-20.77%

Fairfield Financial Advisors, LTD's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Fairfield Financial Advisors, LTD held 2,372.00 shares of UnitedHealth Group Inc(UNH), totaling $1.24 Mil. This investment constitutes 0.7% of their stock portfolio, and Fairfield Financial Advisors, LTD now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q1. And since then Fairfield Financial Advisors, LTD has made 6 purchases of UNH, at an average price of $497.26, for a total of 4,309.00 shares. In addition, there have been 3 sales at an average price of $523.78 for 1,937.00 shares. Based on historical transaction data and UNH's current price of $288.01, Fairfield Financial Advisors, LTD's estimated gain on his UNH holdings is $-444,963.46, reflecting a -20.77% gain to date.

Fairfield Financial Advisors, LTD UNH ($288.01) Holding Chart

Fairfield Financial Advisors, LTD UNH ($288.01) 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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