Live Oak Private Wealth LLC UNH Holdings History
Live Oak Private Wealth LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Live Oak Private Wealth LLC held 25,306.00 shares of UnitedHealth Group Inc(UNH), totaling $13.25 Mil. This investment constitutes 2.15% of their stock portfolio, and Live Oak Private Wealth LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q4. And since then Live Oak Private Wealth LLC has made 14 purchases of UNH, at an average price of $325.53, for a total of 28,203.00 shares. In addition, there have been 7 sales at an average price of $365.68 for 2,897.00 shares. Based on historical transaction data and UNH's current price of $282.65, Live Oak Private Wealth LLC's estimated gain on his UNH holdings is $-968,768.72, reflecting a -10.55% gain to date.
Live Oak Private Wealth LLC UNH ($282.65) Holding Chart
Live Oak Private Wealth LLC UNH ($282.65) 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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