Giverny Capital’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,364
| Closed | -$1.2M | – | 63 |
|
|
2024
Q4 | $1.2M | Buy |
+2,364
| New | +$1.2M | 0.04% | 46 |
|
|
2023
Q1 | – | Sell |
-1,733
| Closed | -$919K | – | 65 |
|
|
2022
Q4 | $919K | Buy |
+1,733
| New | +$919K | 0.06% | 44 |
|
|
2022
Q2 | – | Sell |
-2,435
| Closed | -$1.24M | – | 65 |
|
|
2022
Q1 | $1.24M | Sell |
2,435
-1,628
| -40% | -$830K | 0.07% | 38 |
|
|
2021
Q4 | $2.04M | Buy |
4,063
+243
| +6% | +$122K | 0.11% | 38 |
|
|
2021
Q3 | $1.49M | Buy |
+3,820
| New | +$1.49M | 0.09% | 37 |
|
|
2020
Q3 | – | Sell |
-1,014
| Closed | -$299K | – | 57 |
|
|
2020
Q2 | $299K | Buy |
+1,014
| New | +$299K | 0.03% | 49 |
|