Kozak & Associates, Inc. UNH Holdings History
Kozak & Associates, Inc.'s UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Kozak & Associates, Inc. held 1,183.00 shares of UnitedHealth Group Inc(UNH), totaling $358,390.00. This investment constitutes 0.07% of their stock portfolio, and Kozak & Associates, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q4. And since then Kozak & Associates, Inc. has made 7 purchases of UNH, at an average price of $379.01, for a total of 4,452.00 shares. In addition, there have been 8 sales at an average price of $477.76 for 3,269.00 shares. Based on historical transaction data and UNH's current price of $288.83, Kozak & Associates, Inc.'s estimated gain on his UNH holdings is $216,132.30, reflecting a 12.81% gain to date.
Kozak & Associates, Inc. UNH ($288.83) Holding Chart
Kozak & Associates, Inc. UNH ($288.83) 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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