Number of Shares
947.00
Current Holdings Value*
$500,000.00
% of Portfolio
0.22%
Total Estimate Gain
$326,676.33
% of Total Estimate Gain
52.30%

SONATA CAPITAL GROUP INC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, SONATA CAPITAL GROUP INC held 947.00 shares of UnitedHealth Group Inc(UNH), totaling $500,000.00. This investment constitutes 0.22% of their stock portfolio, and SONATA CAPITAL GROUP INC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2015Q1. And since then SONATA CAPITAL GROUP INC has made 8 purchases of UNH, at an average price of $205.07, for a total of 3,046.00 shares. In addition, there have been 6 sales at an average price of $323.26 for 2,099.00 shares. Based on historical transaction data and UNH's current price of $288.07, SONATA CAPITAL GROUP INC's estimated gain on his UNH holdings is $326,676.33, reflecting a 52.30% gain to date.

SONATA CAPITAL GROUP INC UNH ($288.07) Holding Chart

SONATA CAPITAL GROUP INC 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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