Number of Shares
1,776.00
Current Holdings Value*
$930,150.00
% of Portfolio
0.39%
Total Estimate Gain
$136,511.10
% of Total Estimate Gain
6.67%

INVESTMENT PARTNERS, LTD.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, INVESTMENT PARTNERS, LTD. held 1,776.00 shares of UnitedHealth Group Inc(UNH), totaling $930,150.00. This investment constitutes 0.39% of their stock portfolio, and INVESTMENT PARTNERS, LTD. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then INVESTMENT PARTNERS, LTD. has made 16 purchases of UNH, at an average price of $343.90, for a total of 5,954.00 shares. In addition, there have been 11 sales at an average price of $401.88 for 4,178.00 shares. Based on historical transaction data and UNH's current price of $284.39, INVESTMENT PARTNERS, LTD.'s estimated gain on his UNH holdings is $136,511.10, reflecting a 6.67% gain to date.

INVESTMENT PARTNERS, LTD. UNH ($284.39) Holding Chart

INVESTMENT PARTNERS, LTD. UNH ($284.39) 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