Number of Shares
532.00
Current Holdings Value*
$278,640.00
% of Portfolio
0.07%
Total Estimate Gain
$4.59 Mil
% of Total Estimate Gain
23.28%

Wealth Advisory Solutions, LLC's UnitedHealth Group Inc Holding Summary

As of 2025-03-31, Wealth Advisory Solutions, LLC held 532.00 shares of UnitedHealth Group Inc(UNH), totaling $278,640.00. This investment constitutes 0.07% of their stock portfolio, and Wealth Advisory Solutions, LLC now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q4. And since then Wealth Advisory Solutions, LLC has made 5 purchases of UNH, at an average price of $398.34, for a total of 49,510.00 shares. In addition, there have been 14 sales at an average price of $493.10 for 48,978.00 shares. Based on historical transaction data and UNH's current price of $304.10, Wealth Advisory Solutions, LLC's estimated gain on his UNH holdings is $4.59 Mil, reflecting a 23.28% gain to date.

Wealth Advisory Solutions, LLC UNH ($304.10) Holding Chart

Wealth Advisory Solutions, LLC UNH ($304.10) 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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