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UnitedHealth shares owned by Berry Wealth Group

Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Berry Wealth Group from 13F filings

Historical chart of Berry Wealth Group investment in UnitedHealth

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

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Quarterly reported holdings in UnitedHealth by Berry Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 5.4k 584.64
2024-06-30 $659k 1.3k 509.09
2024-03-31 $589k 1.2k 494.84
2023-12-31 $700k 1.3k 526.31