Phillips Wealth Planners LLC UNH Holdings History
Phillips Wealth Planners LLC's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 1,758.00 shares of UnitedHealth Group Inc(UNH), totaling $540,940.00. This investment constitutes 0.49% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 5 purchases of UNH, at an average price of $530.75, for a total of 3,279.00 shares. In addition, there have been 5 sales at an average price of $415.42 for 1,521.00 shares. Based on historical transaction data and UNH's current price of $292.51, Phillips Wealth Planners LLC's estimated gain on his UNH holdings is $-594,239.47, reflecting a -34.15% gain to date.
Phillips Wealth Planners LLC UNH ($292.51) Holding Chart
Phillips Wealth Planners LLC UNH ($292.51) 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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