Stokes Capital Advisors, LLC UNH Holdings History
Stokes Capital Advisors, LLC's UnitedHealth Group Inc Holding Summary
As of 2025-06-30, Stokes Capital Advisors, LLC held 18,678.00 shares of UnitedHealth Group Inc(UNH), totaling $5.83 Mil. This investment constitutes 1.43% of their stock portfolio, and Stokes Capital Advisors, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2018Q3. And since then Stokes Capital Advisors, LLC has made 20 purchases of UNH, at an average price of $350.10, for a total of 21,623.00 shares. In addition, there have been 8 sales at an average price of $403.72 for 2,945.00 shares. Based on historical transaction data and UNH's current price of $288.55, Stokes Capital Advisors, LLC's estimated gain on his UNH holdings is $-991,703.58, reflecting a -13.10% gain to date.
Stokes Capital Advisors, LLC UNH ($288.55) Holding Chart
Stokes Capital Advisors, LLC UNH ($288.55) 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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