Number of Shares
10,703.00
Current Holdings Value*
$5.61 Mil
% of Portfolio
1.48%
Total Estimate Gain
$499,028.31
% of Total Estimate Gain
10.87%

J. W. Coons Advisors, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, J. W. Coons Advisors, LLC held 10,703.00 shares of UnitedHealth Group Inc(UNH), totaling $5.61 Mil. This investment constitutes 1.48% of their stock portfolio, and J. W. Coons Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q1. And since then J. W. Coons Advisors, LLC has made 8 purchases of UNH, at an average price of $306.45, for a total of 14,979.00 shares. In addition, there have been 11 sales at an average price of $482.72 for 4,276.00 shares. Based on historical transaction data and UNH's current price of $282.65, J. W. Coons Advisors, LLC's estimated gain on his UNH holdings is $499,028.31, reflecting a 10.87% gain to date.

J. W. Coons Advisors, LLC UNH ($282.65) Holding Chart

J. W. Coons Advisors, 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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