Bernardo Wealth Planning LLC's ownership history for UNH

Bernardo Wealth Planning LLC currently holds 706 shares with a market value of $233.2K. It started holding UNH on 2024-09-30. At its peak, it held 833 shares on 2025-03-31. Its highest holding value was $436.3K on 2025-03-31. At its lowest, it held 706 shares on 2025-12-31, with a value of $242 on 2025-06-30. In the recent 180 days, Bernardo Wealth Planning LLC has decreased its shares by 69. In the recent year, Bernardo Wealth Planning LLC has decreased its shares by 90.