JPL Wealth Management, LLC UNH Holdings History
Number of Shares
44,023.00
Current Holdings Value*
$23.06 Mil
% of Portfolio
6.58%
Total Estimate Gain
$-12.25 Mil
% of Total Estimate Gain
-49.62%
JPL Wealth Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 44,023.00 shares of UnitedHealth Group Inc(UNH), totaling $23.06 Mil. This investment constitutes 6.58% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 4 purchases of UNH, at an average price of $561.03, for a total of 44,023.00 shares. Based on historical transaction data and UNH's current price of $282.65, JPL Wealth Management, LLC's estimated gain on his UNH holdings is $-12.25 Mil, reflecting a -49.62% gain to date.
JPL Wealth Management, LLC UNH ($282.65) Holding Chart
JPL Wealth 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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