Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1.45 Mil
% of Total Estimate Gain
-25.64%

STRATEGIC PLANNING GROUP, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, STRATEGIC PLANNING GROUP, LLC held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2023Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 5 purchases of UNH, at an average price of $517.03, for a total of 10,918.00 shares. In addition, there have been 1 sales at an average price of $384.44 for 10,918.00 shares. Based on historical transaction data and UNH's current price of $282.65, STRATEGIC PLANNING GROUP, LLC's estimated gain on his UNH holdings is $-1.45 Mil, reflecting a -25.64% gain to date.

STRATEGIC PLANNING GROUP, LLC UNH ($282.65) Holding Chart

STRATEGIC PLANNING GROUP, LLC UNH ($282.65) 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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