UnitedHealth shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $274k | 792 | 345.49 |
| 2025-06-30 | $242k | 775 | 312.26 |
| 2025-03-31 | $436k | 833 | 523.41 |
| 2024-12-31 | $414k | 796 | 520.49 |
| 2024-09-30 | $443k | 783 | 565.77 |
| 2024-06-30 | $397k | 779 | 509.20 |
| 2024-03-31 | $400k | 808 | 495.00 |
| 2023-12-31 | $404k | 767 | 526.56 |
| 2023-09-30 | $383k | 759 | 504.03 |
| 2023-06-30 | $365k | 758 | 480.89 |
| 2023-03-31 | $358k | 758 | 472.60 |
| 2022-12-31 | $400k | 754 | 530.66 |
| 2022-09-30 | $375k | 703 | 533.43 |
| 2022-06-30 | $316k | 615 | 513.82 |
| 2022-03-31 | $309k | 615 | 502.44 |
| 2021-12-31 | $309k | 615 | 502.44 |
| 2021-09-30 | $237k | 608 | 389.80 |
| 2021-06-30 | $243k | 608 | 399.67 |
| 2021-03-31 | $230k | 619 | 371.57 |
| 2020-12-31 | $1.2M | 3.3k | 350.65 |
| 2020-09-30 | $1.0M | 3.2k | 311.61 |
| 2020-06-30 | $982k | 3.3k | 294.98 |
| 2020-03-31 | $855k | 3.4k | 249.34 |
| 2019-12-31 | $969k | 3.3k | 293.90 |
| 2019-09-30 | $673k | 3.1k | 217.31 |
| 2019-06-30 | $756k | 3.1k | 244.11 |
| 2019-03-31 | $766k | 3.1k | 247.34 |
| 2018-12-31 | $771k | 3.1k | 249.11 |