WEATHERLY ASSET MANAGEMENT L. P. UNH Holdings History
WEATHERLY ASSET MANAGEMENT L. P.'s UnitedHealth Group Inc Holding Summary
As of 2025-06-30, WEATHERLY ASSET MANAGEMENT L. P. held - shares of UnitedHealth Group Inc(UNH), totaling N/A. This investment constitutes 0% of their stock portfolio, and WEATHERLY ASSET MANAGEMENT L. P. now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.
The initial trade took place in 2018Q2. And since then WEATHERLY ASSET MANAGEMENT L. P. has made 11 purchases of UNH, at an average price of $259.35, for a total of 17,805.00 shares. In addition, there have been 18 sales at an average price of $426.34 for 17,805.00 shares. Based on historical transaction data and UNH's current price of $292.51, WEATHERLY ASSET MANAGEMENT L. P.'s estimated gain on his UNH holdings is $2.97 Mil, reflecting a 64.38% gain to date.
WEATHERLY ASSET MANAGEMENT L. P. UNH ($292.51) Holding Chart
WEATHERLY ASSET MANAGEMENT L. P. 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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