Number of Shares
5,300.00
Current Holdings Value*
$1.65 Mil
% of Portfolio
1.07%
Total Estimate Gain
$-831,035.00
% of Total Estimate Gain
-35.68%

RF&L WEALTH MANAGEMENT, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, RF&L WEALTH MANAGEMENT, LLC held 5,300.00 shares of UnitedHealth Group Inc(UNH), totaling $1.65 Mil. This investment constitutes 1.07% of their stock portfolio, and RF&L WEALTH MANAGEMENT, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2025Q1. And since then RF&L WEALTH MANAGEMENT, LLC has made 2 purchases of UNH, at an average price of $439.45, for a total of 5,300.00 shares. Based on historical transaction data and UNH's current price of $282.65, RF&L WEALTH MANAGEMENT, LLC's estimated gain on his UNH holdings is $-831,035.00, reflecting a -35.68% gain to date.

RF&L WEALTH MANAGEMENT, LLC UNH ($282.65) Holding Chart

RF&L 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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