Number of Shares
296.00
Current Holdings Value*
$173,070.00
% of Portfolio
5.25%
Total Estimate Gain
$330,926.54
% of Total Estimate Gain
2.38%

SYSTM Wealth Solutions LLC's UnitedHealth Group Inc Holding Summary

As of 2024-09-30, SYSTM Wealth Solutions LLC held 296.00 shares of UnitedHealth Group Inc(UNH), totaling $173,070.00. This investment constitutes 5.25% of their stock portfolio, and SYSTM Wealth Solutions LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2022Q4. And since then SYSTM Wealth Solutions LLC has made 1 purchases of UNH, at an average price of $524.10, for a total of 26,579.00 shares. In addition, there have been 6 sales at an average price of $539.31 for 26,283.00 shares. Based on historical transaction data and UNH's current price of $291.71, SYSTM Wealth Solutions LLC's estimated gain on his UNH holdings is $330,926.54, reflecting a 2.38% gain to date.

SYSTM Wealth Solutions LLC UNH ($291.71) Holding Chart

SYSTM Wealth Solutions LLC UNH ($291.71) 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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