Number of Shares
3,302.00
Current Holdings Value*
$1.03 Mil
% of Portfolio
0.38%
Total Estimate Gain
$1.31 Mil
% of Total Estimate Gain
14.97%

RBA Wealth Management, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, RBA Wealth Management, LLC held 3,302.00 shares of UnitedHealth Group Inc(UNH), totaling $1.03 Mil. This investment constitutes 0.38% of their stock portfolio, and RBA Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q1. And since then RBA Wealth Management, LLC has made 13 purchases of UNH, at an average price of $360.08, for a total of 24,314.00 shares. In addition, there have been 10 sales at an average price of $434.63 for 21,012.00 shares. Based on historical transaction data and UNH's current price of $282.65, RBA Wealth Management, LLC's estimated gain on his UNH holdings is $1.31 Mil, reflecting a 14.97% gain to date.

RBA Wealth Management, LLC UNH ($282.65) Holding Chart

RBA Wealth Management, 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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