Number of Shares
19,801.00
Current Holdings Value*
$10.37 Mil
% of Portfolio
5.13%
Total Estimate Gain
$360,521.83
% of Total Estimate Gain
2.16%

SCHOLTZ & COMPANY, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SCHOLTZ & COMPANY, LLC held 19,801.00 shares of UnitedHealth Group Inc(UNH), totaling $10.37 Mil. This investment constitutes 5.13% of their stock portfolio, and SCHOLTZ & COMPANY, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2018Q2. And since then SCHOLTZ & COMPANY, LLC has made 17 purchases of UNH, at an average price of $344.14, for a total of 48,575.00 shares. In addition, there have been 11 sales at an average price of $397.19 for 28,774.00 shares. Based on historical transaction data and UNH's current price of $285.25, SCHOLTZ & COMPANY, LLC's estimated gain on his UNH holdings is $360,521.83, reflecting a 2.16% gain to date.

SCHOLTZ & COMPANY, LLC UNH ($285.25) Holding Chart

SCHOLTZ & COMPANY, LLC UNH ($285.25) 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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