Number of Shares
14,977.00
Current Holdings Value*
$7.52 Mil
% of Portfolio
2.3%
Total Estimate Gain
$44.49 Mil
% of Total Estimate Gain
4.99%

Johanson Financial Advisors, Inc.'s UnitedHealth Group Inc Holding Summary

As of 2021-12-31, Johanson Financial Advisors, Inc. held 14,977.00 shares of UnitedHealth Group Inc(UNH), totaling $7.52 Mil. This investment constitutes 2.3% of their stock portfolio, and Johanson Financial Advisors, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Johanson Financial Advisors, Inc. has made 14 purchases of UNH, at an average price of $263.13, for a total of 3.39 Mil shares. In addition, there have been 1 sales at an average price of $276.19 for 3.37 Mil shares. Based on historical transaction data and UNH's current price of $292.51, Johanson Financial Advisors, Inc.'s estimated gain on his UNH holdings is $44.49 Mil, reflecting a 4.99% gain to date.

Johanson Financial Advisors, Inc. UNH ($292.51) Holding Chart

Johanson Financial Advisors, 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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