Number of Shares
19,136.00
Current Holdings Value*
$10.02 Mil
% of Portfolio
0.96%
Total Estimate Gain
$2.54 Mil
% of Total Estimate Gain
20.82%

Marks Group Wealth Management, Inc's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Marks Group Wealth Management, Inc held 19,136.00 shares of UnitedHealth Group Inc(UNH), totaling $10.02 Mil. This investment constitutes 0.96% of their stock portfolio, and Marks Group Wealth Management, Inc now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Marks Group Wealth Management, Inc has made 16 purchases of UNH, at an average price of $330.00, for a total of 36,982.00 shares. In addition, there have been 5 sales at an average price of $500.61 for 17,846.00 shares. Based on historical transaction data and UNH's current price of $303.71, Marks Group Wealth Management, Inc's estimated gain on his UNH holdings is $2.54 Mil, reflecting a 20.82% gain to date.

Marks Group Wealth Management, Inc UNH ($303.71) Holding Chart

Marks Group Wealth Management, Inc UNH ($303.71) 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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