High Note Wealth, LLC UNH Holdings History
High Note Wealth, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, High Note Wealth, LLC held 14,841.00 shares of UnitedHealth Group Inc(UNH), totaling $7.77 Mil. This investment constitutes 1.92% of their stock portfolio, and High Note Wealth, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q4. And since then High Note Wealth, LLC has made 10 purchases of UNH, at an average price of $406.83, for a total of 24,425.00 shares. In addition, there have been 6 sales at an average price of $505.45 for 9,584.00 shares. Based on historical transaction data and UNH's current price of $302.91, High Note Wealth, LLC's estimated gain on his UNH holdings is $-597,016.59, reflecting a -6.01% gain to date.
High Note Wealth, LLC UNH ($302.91) Holding Chart
High Note Wealth, LLC UNH ($302.91) 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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