Magnolia Wealth Management, LLC UNH Holdings History
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 $292.51, Magnolia Wealth Management, LLC's estimated gain on his UNH holdings is $-97,983.70, reflecting a -18.10% gain to date.
Magnolia Wealth Management, LLC UNH ($292.51) Holding Chart
Magnolia Wealth Management, LLC UNH ($292.51) 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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