MCCARTER PRIVATE WEALTH SERVICES LLC UNH Holdings History
MCCARTER PRIVATE WEALTH SERVICES LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, MCCARTER PRIVATE WEALTH SERVICES LLC held 3,375.00 shares of UnitedHealth Group Inc(UNH), totaling $1.77 Mil. This investment constitutes 1.16% of their stock portfolio, and MCCARTER PRIVATE WEALTH SERVICES LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $532.65 for 3,061.00 shares. Based on historical transaction data and UNH's current price of $282.65, MCCARTER PRIVATE WEALTH SERVICES LLC's estimated gain on his UNH holdings is $-1.06 Mil, reflecting a -29.01% gain to date.
MCCARTER PRIVATE WEALTH SERVICES LLC UNH ($282.65) Holding Chart
MCCARTER PRIVATE WEALTH SERVICES 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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