Number of Shares
9,477.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
1.9%
Total Estimate Gain
$-1.98 Mil
% of Total Estimate Gain
-40.42%

Joseph Group Capital Management's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Joseph Group Capital Management held 9,477.00 shares of UnitedHealth Group Inc(UNH), totaling $4.96 Mil. This investment constitutes 1.9% of their stock portfolio, and Joseph Group Capital Management now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q3. And since then Joseph Group Capital Management has made 10 purchases of UNH, at an average price of $513.49, for a total of 9,558.00 shares. In addition, there have been 1 sales at an average price of $565.61 for 81.00 shares. Based on historical transaction data and UNH's current price of $303.71, Joseph Group Capital Management's estimated gain on his UNH holdings is $-1.98 Mil, reflecting a -40.42% gain to date.

Joseph Group Capital Management UNH ($303.71) Holding Chart

Joseph Group Capital Management UNH ($303.71) 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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