Occidental Asset Management, LLC UNH Holdings History
Occidental Asset Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Occidental Asset Management, LLC held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Occidental Asset Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2018Q2. And since then Occidental Asset Management, LLC has made 19 purchases of UNH, at an average price of $357.48, for a total of 9,172.00 shares. In addition, there have been 5 sales at an average price of $389.00 for 9,172.00 shares. Based on historical transaction data and UNH's current price of $285.13, Occidental Asset Management, LLC's estimated gain on his UNH holdings is $289,057.66, reflecting a 8.82% gain to date.
Occidental Asset Management, LLC UNH ($285.13) Holding Chart
Occidental Asset Management, LLC 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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