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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31 $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