Bernardo Wealth Planning LLC Unitedhealth Group Inc Transaction History

Bernardo Wealth Planning LLC

$461 Million
Q2 2025

A detailed history of Bernardo Wealth Planning LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 775 shares of UNH stock, worth $276,419. This represents 0.05% of its overall portfolio holdings.

Number of Shares

775

Previous 833 6.96%

Holding current value

$276,419

Previous $436,000 44.5%

% of portfolio

0.05%

Previous 0.1%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$274.35 - $599.47 $15,912 - $34,769	-58 Reduced 6.96%	775 $242,000
Q1 2025 Apr 22, 2025	BUY	$461.52 - $548.18 $17,076 - $20,282	37 Added 4.65%	833 $436,000
Q4 2024 Jan 16, 2025	BUY	$485.52 - $625.25 $6,311 - $8,128	13 Added 1.66%	796 $402,000
Q3 2024 Oct 18, 2024	BUY	$488.01 - $604.18 $1,952 - $2,416	4 Added 0.51%	783 $443,000
Q2 2024 Jul 10, 2024	SELL	$439.2 - $524.63 $12,736 - $15,214	-29 Reduced 3.59%	779 $396,000
Q1 2024 May 07, 2024	BUY	$472.6 - $545.42 $19,376 - $22,362	41 Added 5.35%	808 $399,000
Q4 2023 Jan 25, 2024	BUY	$509.47 - $552.97 $4,075 - $4,423	8 Added 1.05%	767 $403,000
Q3 2023 Oct 30, 2023	BUY	$447.75 - $510.93 $447 - $510	1 Added 0.13%	759 $382,000
Q1 2023 May 05, 2023	BUY	$460.33 - $518.33 $1,841 - $2,073	4 Added 0.53%	758 $358,000
Q4 2022 Jan 30, 2023	BUY	$498.86 - $555.15 $25,441 - $28,312	51 Added 7.25%	754 $399,000
Q3 2022 Oct 24, 2022	BUY	$501.24 - $549.95 $44,109 - $48,395	88 Added 14.31%	703 $375,000
Q4 2021 Jan 27, 2022	BUY	$387.01 - $505.58 $2,709 - $3,539	7 Added 1.15%	615 $309,000
Q2 2021 Jul 30, 2021	SELL	$364.37 - $420.89 $4,008 - $4,629	-11 Reduced 1.78%	608 $243,000
Q1 2021 Apr 23, 2021	SELL	$324.34 - $379.06 $866,636 - $1.01 Million	-2,672 Reduced 81.19%	619 $230,000
Q4 2020 Feb 01, 2021	BUY	$303.68 - $356.82 $16,095 - $18,911	53 Added 1.64%	3,291 $1.15 Million
Q3 2020 Oct 23, 2020	SELL	$291.16 - $323.7 $26,495 - $29,456	-91 Reduced 2.73%	3,238 $1.01 Million
Q2 2020 Aug 03, 2020	SELL	$229.49 - $311.85 $22,949 - $31,185	-100 Reduced 2.92%	3,329 $982,000
Q1 2020 May 01, 2020	BUY	$194.86 - $305.31 $25,721 - $40,300	132 Added 4.0%	3,429 $855,000
Q4 2019 Feb 10, 2020	BUY	$215.36 - $295.97 $43,072 - $59,194	200 Added 6.46%	3,297 $969,000
Q1 2019 May 08, 2019	BUY	$236.02 - $271.13 $472 - $542	2 Added 0.06%	3,097 $766,000
Q4 2018 Feb 14, 2019	BUY	$232.94 - $286.33 $720,949 - $886,191	3,095 New	3,095 $771,000

Others Institutions Holding UNH

# of Institutions

3,790

Shares Held

777M

Call Options Held

40.2M

Put Options Held

33.5M

View Full List

About UNITEDHEALTH GROUP INC

Ticker UNH
Exchange NYSE
Sector Healthcare
Industry Healthcare Plans
Shares Outstandng 935,382,976
Market Cap $334B
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...

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Bernardo Wealth Planning LLC Unitedhealth Group Inc Transaction History