Lee Financial Co UNH Holdings History

Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$1.43 Mil
% of Total Estimate Gain
63.04%

Lee Financial Co's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Lee Financial Co held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lee Financial Co now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Lee Financial Co has made 11 purchases of UNH, at an average price of $282.35, for a total of 8,032.00 shares. In addition, there have been 16 sales at an average price of $460.36 for 8,032.00 shares. Based on historical transaction data and UNH's current price of $304.10, Lee Financial Co's estimated gain on his UNH holdings is $1.43 Mil, reflecting a 63.04% gain to date.

Lee Financial Co UNH ($304.10) Holding Chart

Lee Financial Co UNH ($304.10) 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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