Modus Advisors, LLC UNH Holdings History

Number of Shares
3,261.00
Current Holdings Value*
$1.02 Mil
% of Portfolio
0.3%
Total Estimate Gain
$-598,079.33
% of Total Estimate Gain
-29.16%

Modus Advisors, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, Modus Advisors, LLC held 3,261.00 shares of UnitedHealth Group Inc(UNH), totaling $1.02 Mil. This investment constitutes 0.3% of their stock portfolio, and Modus Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2020Q2. And since then Modus Advisors, LLC has made 9 purchases of UNH, at an average price of $472.08, for a total of 4,345.00 shares. In addition, there have been 7 sales at an average price of $490.21 for 1,084.00 shares. Based on historical transaction data and UNH's current price of $282.65, Modus Advisors, LLC's estimated gain on his UNH holdings is $-598,079.33, reflecting a -29.16% gain to date.

Modus Advisors, LLC UNH ($282.65) Holding Chart

Modus Advisors, 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 %

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