MARK SHEPTOFF FINANCIAL PLANNING, LLC UNH Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 24,143.00 shares of UnitedHealth Group Inc(UNH), totaling $12.64 Mil. This investment constitutes 6.97% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 11 purchases of UNH, at an average price of $90.12, for a total of 38,260.00 shares. In addition, there have been 24 sales at an average price of $424.78 for 14,117.00 shares. Based on historical transaction data and UNH's current price of $300.58, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his UNH holdings is $9.81 Mil, reflecting a 284.38% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC UNH ($300.58) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC UNH ($300.58) 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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