Number of Shares
4,471.00
Current Holdings Value*
$2.34 Mil
% of Portfolio
2.03%
Total Estimate Gain
$-1.22 Mil
% of Total Estimate Gain
-48.81%

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 $285.13, Shum Financial Group, Inc.'s estimated gain on his UNH holdings is $-1.22 Mil, reflecting a -48.81% gain to date.

Shum Financial Group, Inc. UNH ($285.13) Holding Chart

Shum Financial Group, Inc. UNH ($285.13) 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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