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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

Tip: Access up to 7 years of quarterly data

All positions including UnitedHealth held by BerganKDV Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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