WILLNER & HELLER, LLC UNH Holdings History

Number of Shares
2,297.00
Current Holdings Value*
$716,570.00
% of Portfolio
0.6%
Total Estimate Gain
$-506,061.33
% of Total Estimate Gain
-28.81%

WILLNER & HELLER, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-06-30, WILLNER & HELLER, LLC held 2,297.00 shares of UnitedHealth Group Inc(UNH), totaling $716,570.00. This investment constitutes 0.6% of their stock portfolio, and WILLNER & HELLER, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2021Q4. And since then WILLNER & HELLER, LLC has made 6 purchases of UNH, at an average price of $459.87, for a total of 3,819.00 shares. In addition, there have been 5 sales at an average price of $400.98 for 1,522.00 shares. Based on historical transaction data and UNH's current price of $278.58, WILLNER & HELLER, LLC's estimated gain on his UNH holdings is $-506,061.33, reflecting a -28.81% gain to date.

WILLNER & HELLER, LLC UNH ($278.58) Holding Chart

WILLNER & HELLER, LLC UNH ($278.58) 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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