Number of Shares
428.00
Current Holdings Value*
$224,300.00
% of Portfolio
0.09%
Total Estimate Gain
$-178,882.20
% of Total Estimate Gain
-5.28%

HARMONY ASSET MANAGEMENT LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, HARMONY ASSET MANAGEMENT LLC held 428.00 shares of UnitedHealth Group Inc(UNH), totaling $224,300.00. This investment constitutes 0.09% of their stock portfolio, and HARMONY ASSET MANAGEMENT LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q4. And since then HARMONY ASSET MANAGEMENT LLC has made 1 purchases of UNH, at an average price of $532.65, for a total of 6,358.00 shares. In addition, there have been 4 sales at an average price of $520.53 for 5,930.00 shares. Based on historical transaction data and UNH's current price of $282.65, HARMONY ASSET MANAGEMENT LLC's estimated gain on his UNH holdings is $-178,882.20, reflecting a -5.28% gain to date.

HARMONY ASSET MANAGEMENT LLC UNH ($282.65) Holding Chart

HARMONY ASSET MANAGEMENT LLC UNH ($282.65) 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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