Rockline Wealth Management, LLC UNH Holdings History
Rockline Wealth Management, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Rockline Wealth Management, LLC held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and Rockline Wealth Management, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2023Q4. And since then Rockline Wealth Management, LLC has made 4 purchases of UNH, at an average price of $533.19, for a total of 12,305.00 shares. In addition, there have been 1 sales at an average price of $511.20 for 12,305.00 shares. Based on historical transaction data and UNH's current price of $285.13, Rockline Wealth Management, LLC's estimated gain on his UNH holdings is $-270,608.09, reflecting a -4.12% gain to date.
Rockline Wealth Management, LLC UNH ($285.13) Holding Chart
Rockline Wealth 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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