Berger Financial Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.01M | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $11M | Buy |
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|
2024
Q1 | $10.7M | Buy |
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|
2023
Q4 | $10.9M | Sell |
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|
2023
Q3 | $10.6M | Sell |
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|
2023
Q2 | $10.1M | Sell |
|
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|
2023
Q1 | $10.1M | Buy |
|
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $9.97M | Buy |
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|
2022
Q1 | $9.49M | Buy |
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|
2021
Q4 | $4.42M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.66M | Buy |
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|
2021
Q1 | $1.52M | Sell |
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|
2020
Q4 | $1.48M | Buy |
|