Number of Shares
20,872.00
Current Holdings Value*
$6.51 Mil
% of Portfolio
0.85%
Total Estimate Gain
$-1.28 Mil
% of Total Estimate Gain
-15.92%

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

As of 2025-06-30, Marietta Wealth Management, LLC held 20,872.00 shares of UnitedHealth Group Inc(UNH), totaling $6.51 Mil. This investment constitutes 0.85% of their stock portfolio, and Marietta Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Marietta Wealth Management, LLC has made 20 purchases of UNH, at an average price of $357.61, for a total of 22,521.00 shares. In addition, there have been 7 sales at an average price of $448.28 for 1,649.00 shares. Based on historical transaction data and UNH's current price of $289.01, Marietta Wealth Management, LLC's estimated gain on his UNH holdings is $-1.28 Mil, reflecting a -15.92% gain to date.

Marietta Wealth Management, LLC UNH ($289.01) Holding Chart

Marietta Wealth Management, LLC UNH ($289.01) 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