Number of Shares
15.00
Current Holdings Value*
$4,680.00
% of Portfolio
0%
Total Estimate Gain
$657,803.44
% of Total Estimate Gain
30.37%

Investment Research & Advisory Group, Inc.'s UnitedHealth Group Inc Holding Summary

As of 2025-06-30, Investment Research & Advisory Group, Inc. held 15.00 shares of UnitedHealth Group Inc(UNH), totaling $4,680.00. This investment constitutes 0% of their stock portfolio, and Investment Research & Advisory Group, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Investment Research & Advisory Group, Inc. has made 14 purchases of UNH, at an average price of $299.77, for a total of 7,226.00 shares. In addition, there have been 8 sales at an average price of $391.01 for 7,211.00 shares. Based on historical transaction data and UNH's current price of $292.51, Investment Research & Advisory Group, Inc.'s estimated gain on his UNH holdings is $657,803.44, reflecting a 30.37% gain to date.

Investment Research & Advisory Group, Inc. UNH ($292.51) Holding Chart

Investment Research & Advisory Group, Inc. UNH ($292.51) 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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