Number of Shares
3,464.00
Current Holdings Value*
$1.08 Mil
% of Portfolio
0.41%
Total Estimate Gain
$-482,096.52
% of Total Estimate Gain
-26.18%

LAZARI CAPITAL MANAGEMENT, INC.'s UnitedHealth Group Inc Holding Summary

As of 2025-06-30, LAZARI CAPITAL MANAGEMENT, INC. held 3,464.00 shares of UnitedHealth Group Inc(UNH), totaling $1.08 Mil. This investment constitutes 0.41% of their stock portfolio, and LAZARI CAPITAL MANAGEMENT, INC. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q2. And since then LAZARI CAPITAL MANAGEMENT, INC. has made 2 purchases of UNH, at an average price of $431.74, for a total of 4,266.00 shares. In addition, there have been 1 sales at an average price of $492.14 for 802.00 shares. Based on historical transaction data and UNH's current price of $278.58, LAZARI CAPITAL MANAGEMENT, INC.'s estimated gain on his UNH holdings is $-482,096.52, reflecting a -26.18% gain to date.

LAZARI CAPITAL MANAGEMENT, INC. UNH ($278.58) Holding Chart

LAZARI CAPITAL MANAGEMENT, INC. UNH ($278.58) 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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