BWM
BerganKDV Wealth Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $11.9M | Sell |
24,809
-276
| -1% | -$133K | 1.19% | 18 |
|
|
2023
Q1 | $11.9M | Sell |
25,085
-793
| -3% | -$375K | 1.22% | 19 |
|
|
2022
Q4 | $13.7M | Buy |
25,878
+219
| +0.9% | +$116K | 1.49% | 16 |
|
|
2022
Q3 | $13M | Buy |
25,659
+321
| +1% | +$162K | 1.55% | 14 |
|
|
2022
Q2 | $13M | Sell |
25,338
-458
| -2% | -$235K | 1.49% | 16 |
|
|
2022
Q1 | $13.2M | Buy |
25,796
+557
| +2% | +$284K | 1.41% | 17 |
|
|
2021
Q4 | $12.7M | Sell |
25,239
-156
| -0.6% | -$78.3K | 1.32% | 20 |
|
|
2021
Q3 | $9.92M | Buy |
25,395
+639
| +3% | +$250K | 1.12% | 19 |
|
|
2021
Q2 | $9.91M | Buy |
24,756
+528
| +2% | +$211K | 1.18% | 17 |
|
|
2021
Q1 | $9.01M | Buy |
24,228
+246
| +1% | +$91.5K | 1.16% | 17 |
|
|
2020
Q4 | $8.41M | Buy |
23,982
+434
| +2% | +$152K | 1.18% | 17 |
|
|
2020
Q3 | $7.34M | Buy |
23,548
+731
| +3% | +$228K | 1.16% | 16 |
|
|
2020
Q2 | $6.73M | Buy |
22,817
+888
| +4% | +$262K | 1.15% | 18 |
|
|
2020
Q1 | $5.47M | Buy |
21,929
+10,239
| +88% | +$2.55M | 1.12% | 18 |
|
|
2019
Q4 | $3.44M | Buy |
11,690
+236
| +2% | +$69.4K | 0.61% | 36 |
|
|
2019
Q3 | $2.49M | Buy |
11,454
+2,623
| +30% | +$570K | 0.49% | 44 |
|
|
2019
Q2 | $2.16M | Buy |
8,831
+370
| +4% | +$90.3K | 0.43% | 48 |
|
|
2019
Q1 | $2.09M | Buy |
8,461
+1,139
| +16% | +$282K | 0.43% | 51 |
|
|
2018
Q4 | $1.82M | Buy |
7,322
+368
| +5% | +$91.7K | 0.43% | 46 |
|
|
2018
Q3 | $1.85M | Sell |
6,954
-402
| -5% | -$107K | 0.4% | 49 |
|
|
2018
Q2 | $1.81M | Buy |
7,356
+816
| +12% | +$200K | 0.4% | 45 |
|
|
2018
Q1 | $1.4M | Buy |
6,540
+26
| +0.4% | +$5.57K | 0.38% | 55 |
|
|
2017
Q4 | $1.44M | Buy |
6,514
+89
| +1% | +$19.6K | 0.34% | 55 |
|
|
2017
Q3 | $1.26M | Buy |
6,425
+61
| +1% | +$11.9K | 0.31% | 64 |
|
|
2017
Q2 | $1.18M | Buy |
6,364
+673
| +12% | +$125K | 0.34% | 55 |
|
|
2017
Q1 | $933K | Sell |
5,691
-529
| -9% | -$86.7K | 0.28% | 69 |
|
|
2016
Q4 | $995K | Buy |
6,220
+597
| +11% | +$95.5K | 0.33% | 60 |
|
|
2016
Q3 | $787K | Sell |
5,623
-189
| -3% | -$26.5K | 0.27% | 67 |
|
|
2016
Q2 | $821K | Buy |
5,812
+2,072
| +55% | +$293K | 0.35% | 61 |
|
|
2016
Q1 | $482K | Buy |
+3,740
| New | +$482K | 0.29% | 94 |
|