Bergan Kdv Wealth Management, LLC Unitedhealth Group Inc Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 24,809 shares of UNH stock, worth $13 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

24,809

Previous 25,085 1.1%

Holding current value

$13 Million

Previous $11.9 Million 0.59%

% of portfolio

1.19%

Previous 1.22%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$458.49 - $526.23 $126,543 - $145,239	-276 Reduced 1.1%	24,809 $11.9 Million
Q1 2023 Apr 27, 2023	SELL	$460.33 - $518.33 $365,041 - $411,035	-793 Reduced 3.06%	25,085 $11.9 Million
Q4 2022 Jan 31, 2023	BUY	$498.86 - $555.15 $109,250 - $121,577	219 Added 0.85%	25,878 $13.7 Million
Q3 2022 Oct 24, 2022	BUY	$501.24 - $549.95 $160,898 - $176,533	321 Added 1.27%	25,659 $13 Million
Q2 2022 Jul 13, 2022	SELL	$452.06 - $546.01 $207,043 - $250,072	-458 Reduced 1.78%	25,338 $13 Million
Q1 2022 May 09, 2022	BUY	$455.89 - $520.82 $253,930 - $290,096	557 Added 2.21%	25,796 $13.2 Million
Q4 2021 Jan 28, 2022	SELL	$387.01 - $505.58 $60,373 - $78,870	-156 Reduced 0.61%	25,239 $12.7 Million
Q3 2021 Nov 12, 2021	BUY	$390.74 - $429.71 $249,682 - $274,584	639 Added 2.58%	25,395 $9.92 Million
Q2 2021 Aug 10, 2021	BUY	$364.37 - $420.89 $192,387 - $222,229	528 Added 2.18%	24,756 $9.91 Million
Q1 2021 May 11, 2021	BUY	$324.34 - $379.06 $79,787 - $93,248	246 Added 1.03%	24,228 $9.01 Million
Q4 2020 Feb 04, 2021	BUY	$303.68 - $356.82 $131,797 - $154,859	434 Added 1.84%	23,982 $8.41 Million
Q3 2020 Nov 05, 2020	BUY	$291.16 - $323.7 $212,837 - $236,624	731 Added 3.2%	23,548 $7.34 Million
Q2 2020 Aug 13, 2020	BUY	$229.49 - $311.85 $203,787 - $276,922	888 Added 4.05%	22,817 $6.73 Million
Q1 2020 Apr 24, 2020	BUY	$194.86 - $305.31 $2 Million - $3.13 Million	10,239 Added 87.59%	21,929 $5.47 Million
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $50,824 - $69,848	236 Added 2.06%	11,690 $3.44 Million
Q3 2019 Nov 08, 2019	BUY	$215.26 - $266.65 $564,626 - $699,422	2,623 Added 29.7%	11,454 $2.49 Million
Q2 2019 Aug 12, 2019	BUY	$216.84 - $252.28 $80,230 - $93,343	370 Added 4.37%	8,831 $2.16 Million
Q1 2019 May 09, 2019	BUY	$236.02 - $271.13 $268,826 - $308,817	1,139 Added 15.56%	8,461 $2.09 Million
Q4 2018 Feb 01, 2019	BUY	$232.94 - $286.33 $85,721 - $105,369	368 Added 5.29%	7,322 $1.82 Million
Q3 2018 Nov 09, 2018	SELL	$246.98 - $269.65 $99,285 - $108,399	-402 Reduced 5.46%	6,954 $1.85 Million
Q2 2018 Jul 23, 2018	BUY	$217.2 - $255.98 $177,235 - $208,879	816 Added 12.48%	7,356 $1.81 Million
Q1 2018 May 03, 2018	BUY	$212.55 - $248.47 $5,526 - $6,460	26 Added 0.4%	6,540 $1.4 Million
Q4 2017 Jan 16, 2018	BUY	$192.52 - $228.17 $17,134 - $20,307	89 Added 1.39%	6,514 $1.44 Million
Q3 2017 Oct 18, 2017	BUY	$190.82 - $199.75 $1.23 Million - $1.28 Million	6,425	6,425 $1.26 Million

Others Institutions Holding UNH

# of Institutions

3,840

Shares Held

770M

Call Options Held

6.76M

Put Options Held

7.03M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $491B
Description
UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...

More about UNH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bergan Kdv Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bergan Kdv Wealth Management, LLC with notifications on news.

Account

Bergan Kdv Wealth Management, LLC Unitedhealth Group Inc Transaction History