Number of Shares
550.00
Current Holdings Value*
$288,060.00
% of Portfolio
0.21%
Total Estimate Gain
$-101,993.20
% of Total Estimate Gain
-18.84%

Magnolia Wealth Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Magnolia Wealth Management, LLC held 550.00 shares of UnitedHealth Group Inc(UNH), totaling $288,060.00. This investment constitutes 0.21% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 2 purchases of UNH, at an average price of $481.53, for a total of 1,124.00 shares. In addition, there have been 2 sales at an average price of $491.94 for 574.00 shares. Based on historical transaction data and UNH's current price of $285.22, Magnolia Wealth Management, LLC's estimated gain on his UNH holdings is $-101,993.20, reflecting a -18.84% gain to date.

Magnolia Wealth Management, LLC UNH ($285.22) Holding Chart

Magnolia Wealth Management, LLC UNH ($285.22) 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 %

Top Ranked Articles

  • 1