De Burlo Group’s UnitedHealth UNH Stock Holding History

De Burlo Group’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,100	Closed	-$3.72M	–	83
2025 Q1	$3.72M	Sell	7,100 -585	-8%	-$306K	0.55%	40
2024 Q4	$3.89M	Sell	7,685 -850	-10%	-$430K	0.52%	39
2024 Q3	$4.99M	Hold	8,535	–	–	0.61%	40
2024 Q2	$4.35M	Sell	8,535 -400	-4%	-$204K	0.58%	37
2024 Q1	$4.42M	Sell	8,935 -600	-6%	-$297K	0.59%	38
2023 Q4	$4.81M	Hold	9,535	–	–	0.84%	34
2023 Q3	$4.81M	Sell	9,535 -70	-0.7%	-$35.3K	0.84%	34
2023 Q2	$4.62M	Sell	9,605 -50	-0.5%	-$24K	0.77%	38
2023 Q1	$4.56M	Sell	9,655 -32,775	-77%	-$15.5M	0.89%	36
2022 Q4	$22.5M	Sell	42,430 -3,300	-7%	-$1.75M	5.03%	3
2022 Q3	$23.1M	Buy	45,730 +45,050	+6,625%	+$22.8M	5.5%	2
2022 Q2	$349K	Sell	680 -45,050	-99%	-$23.1M	0.1%	52
2022 Q1	$23.3M	Buy	45,730 +35,925	+366%	+$18.3M	4.34%	6
2021 Q4	$4.92M	Sell	9,805 -50	-0.5%	-$25.1K	0.72%	43
2021 Q3	$3.85M	Hold	9,855	–	–	0.62%	45
2021 Q2	$3.95M	Hold	9,855	–	–	0.63%	41
2021 Q1	$3.67M	Sell	9,855 -100	-1%	-$37.2K	0.66%	44
2020 Q4	$3.49M	Buy	9,955 +5	+0.1%	+$1.75K	0.57%	43
2020 Q3	$3.1M	Buy	9,950 +2,200	+28%	+$686K	0.56%	43
2020 Q2	$1.93M	Hold	7,750	–	–	0.54%	37
2020 Q1	$1.93M	Sell	7,750 -650	-8%	-$162K	0.54%	37
2019 Q4	$2.47M	Sell	8,400 -200	-2%	-$58.8K	0.5%	46
2019 Q3	$1.87M	Hold	8,600	–	–	0.42%	48
2019 Q2	$2.1M	Hold	8,600	–	–	0.41%	53
2019 Q1	$2.13M	Sell	8,600 -43,650	-84%	-$10.8M	0.43%	54
2018 Q4	$13M	Buy	52,250 +19,900	+62%	+$4.96M	2.92%	8
2018 Q3	$8.61M	Sell	32,350 -15,800	-33%	-$4.2M	1.61%	17
2018 Q2	$11.8M	Buy	48,150 +2,300	+5%	+$564K	2.5%	12
2018 Q1	$9.81M	Sell	45,850 -13,750	-23%	-$2.94M	2.14%	17
2017 Q4	$13.1M	Buy	59,600 +3,150	+6%	+$694K	2.66%	8
2017 Q3	$11.1M	Buy	56,450 +29,350	+108%	+$5.75M	2.45%	13
2017 Q2	$5.02M	Buy	+27,100	New	+$5.02M	1.12%	32