Spurstone Advisory Services, LLC UNH Holdings History
Number of Shares
150.00
Current Holdings Value*
$78,560.00
% of Portfolio
1.53%
Total Estimate Gain
$-34,282.50
% of Total Estimate Gain
-44.71%
Spurstone Advisory Services, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-03-31, Spurstone Advisory Services, LLC held 150.00 shares of UnitedHealth Group Inc(UNH), totaling $78,560.00. This investment constitutes 1.53% of their stock portfolio, and Spurstone Advisory Services, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2025Q1. And since then Spurstone Advisory Services, LLC has made 1 purchases of UNH, at an average price of $511.20, for a total of 150.00 shares. Based on historical transaction data and UNH's current price of $282.65, Spurstone Advisory Services, LLC's estimated gain on his UNH holdings is $-34,282.50, reflecting a -44.71% gain to date.
Spurstone Advisory Services, LLC UNH ($282.65) Holding Chart
Spurstone Advisory Services, 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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