Number of Shares
7,282.00
Current Holdings Value*
$3.81 Mil
% of Portfolio
1.8%
Total Estimate Gain
$7.66 Mil
% of Total Estimate Gain
114.89%

OPTIMUM INVESTMENT ADVISORS's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, OPTIMUM INVESTMENT ADVISORS held 7,282.00 shares of UnitedHealth Group Inc(UNH), totaling $3.81 Mil. This investment constitutes 1.8% of their stock portfolio, and OPTIMUM INVESTMENT ADVISORS now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q2. And since then OPTIMUM INVESTMENT ADVISORS has made 6 purchases of UNH, at an average price of $105.86, for a total of 63,000.00 shares. In addition, there have been 26 sales at an average price of $219.49 for 55,718.00 shares. Based on historical transaction data and UNH's current price of $288.62, OPTIMUM INVESTMENT ADVISORS's estimated gain on his UNH holdings is $7.66 Mil, reflecting a 114.89% gain to date.

OPTIMUM INVESTMENT ADVISORS UNH ($288.62) Holding Chart

OPTIMUM INVESTMENT ADVISORS UNH ($288.62) 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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