Von Berge Wealth Management Group’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-526
| Closed | -$223K | – | 66 |
|
|
2025
Q1 | $223K | Sell |
526
-48
| -8% | -$20.3K | 0.14% | 54 |
|
|
2024
Q4 | $313K | Sell |
574
-9
| -2% | -$4.91K | 0.19% | 46 |
|
|
2024
Q3 | $348K | Sell |
583
-76
| -12% | -$45.4K | 0.22% | 44 |
|
|
2024
Q2 | $326K | Buy |
659
+1
| +0.2% | +$495 | 0.21% | 45 |
|
|
2024
Q1 | $325K | Buy |
658
+49
| +8% | +$24.2K | 0.21% | 43 |
|
|
2023
Q4 | $317K | Buy |
609
+43
| +8% | +$22.4K | 0.24% | 45 |
|
|
2023
Q3 | $285K | Buy |
566
+1
| +0.2% | +$504 | 0.24% | 44 |
|
|
2023
Q2 | $271K | Sell |
565
-47
| -8% | -$22.6K | 0.22% | 48 |
|
|
2023
Q1 | $302K | Buy |
612
+1
| +0.2% | +$494 | 0.27% | 43 |
|
|
2022
Q4 | $297K | Buy |
611
+1
| +0.2% | +$486 | 0.27% | 43 |
|
|
2022
Q3 | $304K | Buy |
610
+1
| +0.2% | +$498 | 0.32% | 41 |
|
|
2022
Q2 | $305K | Buy |
609
+1
| +0.2% | +$501 | 0.32% | 38 |
|
|
2022
Q1 | $325K | Buy |
608
+1
| +0.2% | +$535 | 0.3% | 42 |
|
|
2021
Q4 | $287K | Buy |
+607
| New | +$287K | 0.26% | 44 |
|