BFG
Berger Financial Group’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-14,283
| Closed | -$7.48M | – | 390 |
|
|
2025
Q1 | $7.48M | Sell |
14,283
-10,334
| -42% | -$5.41M | 0.52% | 41 |
|
|
2024
Q4 | $12.5M | Buy |
24,617
+12
| +0% | +$6.07K | 0.86% | 28 |
|
|
2024
Q3 | $14.4M | Buy |
24,605
+3,052
| +14% | +$1.78M | 1.04% | 21 |
|
|
2024
Q2 | $11M | Buy |
21,553
+9
| +0% | +$4.58K | 0.87% | 29 |
|
|
2024
Q1 | $10.7M | Buy |
21,544
+750
| +4% | +$371K | 0.88% | 26 |
|
|
2023
Q4 | $10.9M | Sell |
20,794
-312
| -1% | -$164K | 1.13% | 18 |
|
|
2023
Q3 | $10.6M | Sell |
21,106
-8
| -0% | -$4.03K | 1.22% | 17 |
|
|
2023
Q2 | $10.1M | Sell |
21,114
-168
| -0.8% | -$80.7K | 1.15% | 18 |
|
|
2023
Q1 | $10.1M | Buy |
21,282
+726
| +4% | +$343K | 1.21% | 17 |
|
|
2022
Q4 | $10.9M | Buy |
20,556
+299
| +1% | +$159K | 1.44% | 14 |
|
|
2022
Q3 | $10.2M | Buy |
20,257
+847
| +4% | +$428K | 1.5% | 14 |
|
|
2022
Q2 | $9.97M | Buy |
19,410
+805
| +4% | +$413K | 1.46% | 17 |
|
|
2022
Q1 | $9.49M | Buy |
18,605
+9,802
| +111% | +$5M | 1.21% | 18 |
|
|
2021
Q4 | $4.42M | Buy |
8,803
+4,675
| +113% | +$2.35M | 0.59% | 58 |
|
|
2021
Q3 | $1.61M | Sell |
4,128
-6
| -0.1% | -$2.34K | 0.29% | 70 |
|
|
2021
Q2 | $1.66M | Buy |
4,134
+43
| +1% | +$17.2K | 0.3% | 69 |
|
|
2021
Q1 | $1.52M | Sell |
4,091
-140
| -3% | -$52.1K | 0.33% | 66 |
|
|
2020
Q4 | $1.48M | Buy |
+4,231
| New | +$1.48M | 0.26% | 86 |
|