Number of Shares
17,007.00
Current Holdings Value*
$8.91 Mil
% of Portfolio
2.25%
Total Estimate Gain
$2.17 Mil
% of Total Estimate Gain
24.76%

Morse Asset Management, Inc's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Morse Asset Management, Inc held 17,007.00 shares of UnitedHealth Group Inc(UNH), totaling $8.91 Mil. This investment constitutes 2.25% of their stock portfolio, and Morse Asset Management, Inc now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then Morse Asset Management, Inc has made 15 purchases of UNH, at an average price of $276.93, for a total of 31,597.00 shares. In addition, there have been 13 sales at an average price of $415.88 for 14,590.00 shares. Based on historical transaction data and UNH's current price of $285.13, Morse Asset Management, Inc's estimated gain on his UNH holdings is $2.17 Mil, reflecting a 24.76% gain to date.

Morse Asset Management, Inc UNH ($285.13) Holding Chart

Morse Asset Management, Inc UNH ($285.13) 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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