Swaine & Leidel Wealth Services, LLC UNH Holdings History
Swaine & Leidel Wealth Services, LLC's UnitedHealth Group Inc Holding Summary
As of 2022-03-31, Swaine & Leidel Wealth Services, LLC held 4,479.00 shares of UnitedHealth Group Inc(UNH), totaling $4.48 Mil. This investment constitutes 3.44% of their stock portfolio, and Swaine & Leidel Wealth Services, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2019Q4. And since then Swaine & Leidel Wealth Services, LLC has made 3 purchases of UNH, at an average price of $269.16, for a total of 12,860.00 shares. In addition, there have been 5 sales at an average price of $417.60 for 8,381.00 shares. Based on historical transaction data and UNH's current price of $292.51, Swaine & Leidel Wealth Services, LLC's estimated gain on his UNH holdings is $1.35 Mil, reflecting a 38.96% gain to date.
Swaine & Leidel Wealth Services, LLC UNH ($292.51) Holding Chart
Swaine & Leidel Wealth Services, LLC UNH ($292.51) 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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