BerganKDV Wealth Management’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.9M | Sell |
|
|||||
|
2023
Q1 | $11.9M | Sell |
|
|||||
|
2022
Q4 | $13.7M | Buy |
|
|||||
|
2022
Q3 | $13M | Buy |
|
|||||
|
2022
Q2 | $13M | Sell |
|
|||||
|
2022
Q1 | $13.2M | Buy |
|
|||||
|
2021
Q4 | $12.7M | Sell |
|
|||||
|
2021
Q3 | $9.92M | Buy |
|
|||||
|
2021
Q2 | $9.91M | Buy |
|
|||||
|
2021
Q1 | $9.01M | Buy |
|
|||||
|
2020
Q4 | $8.41M | Buy |
|
|||||
|
2020
Q3 | $7.34M | Buy |
|
|||||
|
2020
Q2 | $6.73M | Buy |
|
|||||
|
2020
Q1 | $5.47M | Buy |
|
|||||
|
2019
Q4 | $3.44M | Buy |
|
|||||
|
2019
Q3 | $2.49M | Buy |
|
|||||
|
2019
Q2 | $2.15M | Buy |
|
|||||
|
2019
Q1 | $2.09M | Buy |
|
|||||
|
2018
Q4 | $1.82M | Buy |
|
|||||
|
2018
Q3 | $1.85M | Sell |
|
|||||
|
2018
Q2 | $1.8M | Buy |
|
|||||
|
2018
Q1 | $1.4M | Buy |
|
|||||
|
2017
Q4 | $1.44M | Buy |
|
|||||
|
2017
Q3 | $1.26M | Buy |
|
|||||
|
2017
Q2 | $1.18M | Buy |
|
|||||
|
2017
Q1 | $933K | Sell |
|
|||||
|
2016
Q4 | $995K | Buy |
|
|||||
|
2016
Q3 | $787K | Sell |
|
|||||
|
2016
Q2 | $821K | Buy |
|
|||||
|
2016
Q1 | $482K | Buy |
|