Roundview Capital LLC UNH Holdings History

Number of Shares
19,334.00
Current Holdings Value*
$10.13 Mil
% of Portfolio
0.73%
Total Estimate Gain
$2.64 Mil
% of Total Estimate Gain
34.13%

Roundview Capital LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Roundview Capital LLC held 19,334.00 shares of UnitedHealth Group Inc(UNH), totaling $10.13 Mil. This investment constitutes 0.73% of their stock portfolio, and Roundview Capital LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2014Q1. And since then Roundview Capital LLC has made 25 purchases of UNH, at an average price of $265.08, for a total of 29,146.00 shares. In addition, there have been 8 sales at an average price of $461.38 for 9,812.00 shares. Based on historical transaction data and UNH's current price of $301.84, Roundview Capital LLC's estimated gain on his UNH holdings is $2.64 Mil, reflecting a 34.13% gain to date.

Roundview Capital LLC UNH ($301.84) Holding Chart

Roundview Capital LLC UNH ($301.84) 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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