Number of Shares
14,710.00
Current Holdings Value*
$7.70 Mil
% of Portfolio
4.4%
Total Estimate Gain
$-306,894.88
% of Total Estimate Gain
-1.13%

Mader & Shannon Wealth Management, Inc.'s UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Mader & Shannon Wealth Management, Inc. held 14,710.00 shares of UnitedHealth Group Inc(UNH), totaling $7.70 Mil. This investment constitutes 4.4% of their stock portfolio, and Mader & Shannon Wealth Management, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q2. And since then Mader & Shannon Wealth Management, Inc. has made 14 purchases of UNH, at an average price of $175.24, for a total of 155,031.00 shares. In addition, there have been 12 sales at an average price of $161.79 for 140,321.00 shares. Based on historical transaction data and UNH's current price of $282.65, Mader & Shannon Wealth Management, Inc.'s estimated gain on his UNH holdings is $-306,894.88, reflecting a -1.13% gain to date.

Mader & Shannon Wealth Management, Inc. UNH ($282.65) Holding Chart

Mader & Shannon Wealth Management, Inc. 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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