Shum Financial Group, Inc. UNH Holdings History
Shum Financial Group, Inc.'s UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Shum Financial Group, Inc. held 4,471.00 shares of UnitedHealth Group Inc(UNH), totaling $2.34 Mil. This investment constitutes 2.03% of their stock portfolio, and Shum Financial Group, Inc. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2024Q3. And since then Shum Financial Group, Inc. has made 2 purchases of UNH, at an average price of $557.01, for a total of 4,471.00 shares. Based on historical transaction data and UNH's current price of $287.50, Shum Financial Group, Inc.'s estimated gain on his UNH holdings is $-1.20 Mil, reflecting a -48.39% gain to date.
Shum Financial Group, Inc. UNH ($287.50) Holding Chart
Shum Financial Group, Inc. UNH ($287.50) 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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