UnitedHealth shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $12M | 25k | 480.64 |
| 2023-03-31 | $12M | 25k | 472.59 |
| 2022-12-31 | $14M | 26k | 530.19 |
| 2022-09-30 | $13M | 26k | 505.05 |
| 2022-06-30 | $13M | 25k | 513.62 |
| 2022-03-31 | $13M | 26k | 509.96 |
| 2021-12-31 | $13M | 25k | 502.16 |
| 2021-09-30 | $9.9M | 25k | 390.75 |
| 2021-06-30 | $9.9M | 25k | 400.43 |
| 2021-03-31 | $9.0M | 24k | 372.05 |
| 2020-12-31 | $8.4M | 24k | 350.68 |
| 2020-09-30 | $7.3M | 24k | 311.75 |
| 2020-06-30 | $6.7M | 23k | 294.96 |
| 2020-03-31 | $5.5M | 22k | 249.40 |
| 2019-12-31 | $3.4M | 12k | 294.01 |
| 2019-09-30 | $2.5M | 12k | 217.30 |
| 2019-06-30 | $2.2M | 8.8k | 244.03 |
| 2019-03-31 | $2.1M | 8.5k | 247.25 |
| 2018-12-31 | $1.8M | 7.3k | 249.11 |
| 2018-09-30 | $1.8M | 7.0k | 266.03 |
| 2018-06-30 | $1.8M | 7.4k | 245.38 |
| 2018-03-31 | $1.4M | 6.5k | 214.07 |
| 2017-12-31 | $1.4M | 6.5k | 220.45 |
| 2017-09-30 | $1.3M | 6.4k | 195.80 |
| 2017-06-30 | $1.2M | 6.4k | 185.42 |
| 2017-03-31 | $933k | 5.7k | 163.94 |
| 2016-12-31 | $995k | 6.2k | 159.97 |
| 2016-09-30 | $787k | 5.6k | 139.96 |
| 2016-06-30 | $821k | 5.8k | 141.26 |
| 2016-03-31 | $482k | 3.7k | 128.88 |
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