MPS Loria Financial Planners, LLC UNH Holdings History
MPS Loria Financial Planners, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, MPS Loria Financial Planners, LLC held 7,256.00 shares of UnitedHealth Group Inc(UNH), totaling $3.80 Mil. This investment constitutes 1.13% of their stock portfolio, and MPS Loria Financial Planners, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2018Q2. And since then MPS Loria Financial Planners, LLC has made 24 purchases of UNH, at an average price of $263.02, for a total of 7,502.00 shares. In addition, there have been 4 sales at an average price of $368.94 for 246.00 shares. Based on historical transaction data and UNH's current price of $282.14, MPS Loria Financial Planners, LLC's estimated gain on his UNH holdings is $164,799.12, reflecting a 8.35% gain to date.
MPS Loria Financial Planners, LLC UNH ($282.14) Holding Chart
MPS Loria Financial Planners, LLC UNH ($282.14) 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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