SMITH CHAS P & ASSOCIATES PA CPAS UNH Holdings History
SMITH CHAS P & ASSOCIATES PA CPAS's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, SMITH CHAS P & ASSOCIATES PA CPAS held 114,081.00 shares of UnitedHealth Group Inc(UNH), totaling $35.59 Mil. This investment constitutes 2% of their stock portfolio, and SMITH CHAS P & ASSOCIATES PA CPAS now holds 0.01% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2020Q3. And since then SMITH CHAS P & ASSOCIATES PA CPAS has made 16 purchases of UNH, at an average price of $374.28, for a total of 117,924.00 shares. In addition, there have been 3 sales at an average price of $549.11 for 3,843.00 shares. Based on historical transaction data and UNH's current price of $288.07, SMITH CHAS P & ASSOCIATES PA CPAS's estimated gain on his UNH holdings is $-9.16 Mil, reflecting a -20.76% gain to date.
SMITH CHAS P & ASSOCIATES PA CPAS UNH ($288.07) Holding Chart
SMITH CHAS P & ASSOCIATES PA CPAS UNH ($288.07) 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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