Number of Shares
8,911.00
Current Holdings Value*
$4.67 Mil
% of Portfolio
2.18%
Total Estimate Gain
$-417,578.63
% of Total Estimate Gain
-12.56%

MITCHELL & PAHL PRIVATE WEALTH, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, MITCHELL & PAHL PRIVATE WEALTH, LLC held 8,911.00 shares of UnitedHealth Group Inc(UNH), totaling $4.67 Mil. This investment constitutes 2.18% of their stock portfolio, and MITCHELL & PAHL PRIVATE WEALTH, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q4. And since then MITCHELL & PAHL PRIVATE WEALTH, LLC has made 12 purchases of UNH, at an average price of $360.35, for a total of 9,225.00 shares. In addition, there have been 5 sales at an average price of $524.68 for 314.00 shares. Based on historical transaction data and UNH's current price of $307.70, MITCHELL & PAHL PRIVATE WEALTH, LLC's estimated gain on his UNH holdings is $-417,578.63, reflecting a -12.56% gain to date.

MITCHELL & PAHL PRIVATE WEALTH, LLC UNH ($307.70) Holding Chart

MITCHELL & PAHL PRIVATE WEALTH, LLC UNH ($307.70) 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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