Number of Shares
6,405.00
Current Holdings Value*
$3.26 Mil
% of Portfolio
1.51%
Total Estimate Gain
$406,024.44
% of Total Estimate Gain
20.88%

Wunderlich Capital Managemnt's UnitedHealth Group Inc Holding Summary

As of 2024-06-30, Wunderlich Capital Managemnt held 6,405.00 shares of UnitedHealth Group Inc(UNH), totaling $3.26 Mil. This investment constitutes 1.51% of their stock portfolio, and Wunderlich Capital Managemnt now holds 0% of the outstanding UnitedHealth Group Inc(UNH) stock.

The initial trade took place in 2019Q2. And since then Wunderlich Capital Managemnt has made 8 purchases of UNH, at an average price of $259.04, for a total of 7,506.00 shares. In addition, there have been 13 sales at an average price of $458.91 for 1,101.00 shares. Based on historical transaction data and UNH's current price of $288.07, Wunderlich Capital Managemnt's estimated gain on his UNH holdings is $406,024.44, reflecting a 20.88% gain to date.

Wunderlich Capital Managemnt UNH ($288.07) Holding Chart

Wunderlich Capital Managemnt UNH ($288.07) 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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