A detailed history of Von Berge Wealth Management Group, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Von Berge Wealth Management Group, LLC holds 659 shares of UNH stock, worth $393,343. This represents 0.21% of its overall portfolio holdings.

Number of Shares
659
Previous 658 0.15%
Holding current value
$393,343
Previous $325,000 3.08%
% of portfolio
0.21%
Previous 0.21%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024

BUY
$439.2 - $524.63 $439 - $524
1 Added 0.15%
659 $335,000
Q1 2024

Apr 12, 2024

BUY
$472.6 - $545.42 $23,157 - $26,725
49 Added 8.05%
658 $325,000
Q4 2023

Jan 19, 2024

BUY
$509.47 - $552.97 $21,907 - $23,777
43 Added 7.6%
609 $320,000
Q3 2023

Nov 03, 2023

BUY
$447.75 - $510.93 $447 - $510
1 Added 0.18%
566 $285,000
Q2 2023

Jul 20, 2023

SELL
$458.49 - $526.23 $21,549 - $24,732
-47 Reduced 7.68%
565 $271,000
Q1 2023

Apr 12, 2023

BUY
$460.33 - $518.33 $460 - $518
1 Added 0.16%
612 $289,000
Q4 2022

Feb 02, 2023

BUY
$498.86 - $555.15 $498 - $555
1 Added 0.16%
611 $323,000
Q3 2022

Oct 13, 2022

BUY
$501.24 - $549.95 $501 - $549
1 Added 0.16%
610 $304,000
Q2 2022

Jul 18, 2022

BUY
$452.06 - $546.01 $452 - $546
1 Added 0.16%
609 $305,000
Q1 2022

Apr 22, 2022

BUY
$455.89 - $520.82 $455 - $520
1 Added 0.16%
608 $325,000
Q4 2021

Feb 07, 2022

BUY
$387.01 - $505.58 $234,915 - $306,887
607 New
607 $287,000

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $558B
  • 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
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