Deroy & Devereaux Private Investment Counsel’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
1,052
-48
| -4% | -$15K | 0.02% | 143 |
|
|
2025
Q1 | $576K | Sell |
1,100
-960
| -47% | -$503K | 0.03% | 126 |
|
|
2024
Q4 | $1.04M | Buy |
2,060
+60
| +3% | +$30.4K | 0.06% | 109 |
|
|
2024
Q3 | $1.17M | Hold |
2,000
| – | – | 0.07% | 104 |
|
|
2024
Q2 | $1.02M | Sell |
2,000
-275
| -12% | -$140K | 0.06% | 105 |
|
|
2024
Q1 | $1.13M | Hold |
2,275
| – | – | 0.07% | 105 |
|
|
2023
Q4 | $1.2M | Sell |
2,275
-1,361
| -37% | -$717K | 0.08% | 102 |
|
|
2023
Q3 | $1.83M | Sell |
3,636
-50
| -1% | -$25.2K | 0.13% | 94 |
|
|
2023
Q2 | $1.77M | Buy |
3,686
+2,564
| +229% | +$1.23M | 0.12% | 93 |
|
|
2023
Q1 | $530K | Hold |
1,122
| – | – | 0.04% | 106 |
|
|
2022
Q4 | $595K | Hold |
1,122
| – | – | 0.05% | 104 |
|
|
2022
Q3 | $567K | Hold |
1,122
| – | – | 0.05% | 100 |
|
|
2022
Q2 | $576K | Hold |
1,122
| – | – | 0.05% | 104 |
|
|
2022
Q1 | $572K | Hold |
1,122
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $563K | Buy |
1,122
+32
| +3% | +$16.1K | 0.04% | 113 |
|
|
2021
Q3 | $426K | Hold |
1,090
| – | – | 0.03% | 120 |
|
|
2021
Q2 | $436K | Hold |
1,090
| – | – | 0.03% | 122 |
|
|
2021
Q1 | $406K | Hold |
1,090
| – | – | 0.03% | 125 |
|
|
2020
Q4 | $382K | Sell |
1,090
-2,500
| -70% | -$876K | 0.03% | 121 |
|
|
2020
Q3 | $1.12M | Hold |
3,590
| – | – | 0.12% | 91 |
|
|
2020
Q2 | $1.06M | Sell |
3,590
-66
| -2% | -$19.5K | 0.12% | 92 |
|
|
2020
Q1 | $912K | Hold |
3,656
| – | – | 0.12% | 89 |
|
|
2019
Q4 | $1.08M | Sell |
3,656
-72
| -2% | -$21.2K | 0.09% | 86 |
|
|
2019
Q3 | $810K | Buy |
3,728
+22
| +0.6% | +$4.78K | 0.08% | 90 |
|
|
2019
Q2 | $904K | Sell |
3,706
-26
| -0.7% | -$6.34K | 0.09% | 87 |
|
|
2019
Q1 | $923K | Sell |
3,732
-108
| -3% | -$26.7K | 0.09% | 90 |
|
|
2018
Q4 | $957K | Sell |
3,840
-500
| -12% | -$125K | 0.11% | 92 |
|
|
2018
Q3 | $1.16M | Sell |
4,340
-85
| -2% | -$22.6K | 0.12% | 89 |
|
|
2018
Q2 | $1.09M | Hold |
4,425
| – | – | 0.11% | 91 |
|
|
2018
Q1 | $947K | Buy |
4,425
+841
| +23% | +$180K | 0.1% | 96 |
|
|
2017
Q4 | $790K | Buy |
3,584
+83
| +2% | +$18.3K | 0.08% | 99 |
|
|
2017
Q3 | $686K | Hold |
3,501
| – | – | 0.08% | 103 |
|
|
2017
Q2 | $649K | Buy |
3,501
+91
| +3% | +$16.9K | 0.07% | 102 |
|
|
2017
Q1 | $559K | Buy |
3,410
+410
| +14% | +$67.2K | 0.06% | 110 |
|
|
2016
Q4 | $480K | Hold |
3,000
| – | – | 0.06% | 113 |
|
|
2016
Q3 | $420K | Hold |
3,000
| – | – | 0.05% | 114 |
|
|
2016
Q2 | $424K | Hold |
3,000
| – | – | 0.06% | 118 |
|
|
2016
Q1 | $387K | Sell |
3,000
-50
| -2% | -$6.45K | 0.05% | 121 |
|
|
2015
Q4 | $359K | Hold |
3,050
| – | – | 0.05% | 123 |
|
|
2015
Q3 | $354K | Buy |
3,050
+50
| +2% | +$5.8K | 0.05% | 118 |
|
|
2015
Q2 | $366K | Hold |
3,000
| – | – | 0.05% | 123 |
|
|
2015
Q1 | $355K | Hold |
3,000
| – | – | 0.04% | 126 |
|
|
2014
Q4 | $303K | Hold |
3,000
| – | – | 0.04% | 142 |
|
|
2014
Q3 | $259K | Hold |
3,000
| – | – | 0.04% | 134 |
|
|
2014
Q2 | $245K | Hold |
3,000
| – | – | 0.04% | 144 |
|
|
2014
Q1 | $246K | Hold |
3,000
| – | – | 0.04% | 150 |
|
|
2013
Q4 | $226K | Hold |
3,000
| – | – | 0.04% | 167 |
|
|
2013
Q3 | $215K | Sell |
3,000
-166
| -5% | -$11.9K | 0.04% | 149 |
|
|
2013
Q2 | $207K | Buy |
+3,166
| New | +$207K | 0.04% | 149 |
|