UnitedHealth shares owned by Von Berge Wealth Management Group
Quarter-by-quarter ownership of UnitedHealth (UNH) shares owned by Von Berge Wealth Management Group
from 13F filings
Historical chart of Von Berge Wealth Management Group investment in UnitedHealth
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Quarterly reported holdings in UnitedHealth by Von Berge Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $348k | 583 | 596.79 |
| 2024-06-30 | $326k | 659 | 494.69 |
| 2024-03-31 | $325k | 658 | 494.57 |
| 2023-12-31 | $318k | 609 | 521.29 |
| 2023-09-30 | $285k | 566 | 503.98 |
| 2023-06-30 | $271k | 565 | 480.36 |
| 2023-03-31 | $302k | 612 | 493.84 |
| 2022-12-31 | $297k | 611 | 485.74 |
| 2022-09-30 | $304k | 610 | 498.36 |
| 2022-06-30 | $305k | 609 | 500.82 |
| 2022-03-31 | $325k | 608 | 534.54 |
| 2021-12-31 | $287k | 607 | 472.82 |
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