Number of Shares
10,403.00
Current Holdings Value*
$5.45 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-2.13 Mil
% of Total Estimate Gain
-38.86%

Mattson Financial Services, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Mattson Financial Services, LLC held 10,403.00 shares of UnitedHealth Group Inc(UNH), totaling $5.45 Mil. This investment constitutes 1.64% of their stock portfolio, and Mattson Financial Services, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2024Q2. And since then Mattson Financial Services, LLC has made 1 purchases of UNH, at an average price of $492.73, for a total of 11,129.00 shares. In addition, there have been 2 sales at an average price of $567.72 for 726.00 shares. Based on historical transaction data and UNH's current price of $282.65, Mattson Financial Services, LLC's estimated gain on his UNH holdings is $-2.13 Mil, reflecting a -38.86% gain to date.

Mattson Financial Services, LLC UNH ($282.65) Holding Chart

Mattson Financial Services, LLC 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 %

Top Ranked Articles

  • 1