Francois Rochon - Giverny Capital Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    51
Portfolio value:    $2,731,351,278
Holdings Activity Buys Sells    History
Holding/activity history for  United Health Group Inc. (UNH)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q1 0 0.00 Sell 100.00% 0.04 SEC
2024   Q4 2,364 0.04 Buy 0.04 $505.86 $1,195,853 SEC
2023   Q1 0 0.00 Sell 100.00% 0.06 SEC
2022   Q4 1,733 0.06 Buy 0.06 $530.18 $918,802 SEC
2022   Q2 0 0.00 Sell 100.00% 0.07 SEC
2022   Q1 2,435 0.07 Reduce 40.07% 0.04 $510.06 $1,242,000 SEC
2021   Q4 4,063 0.11 Add 6.36% <0.01 $502.09 $2,040,000 SEC
2021   Q3 3,820 0.09 Buy 0.09 $390.84 $1,493,000 SEC
2020   Q3 0 0.00 Sell 100.00% 0.03 SEC
2020   Q2 1,014 0.03 Buy 0.03 $294.87 $299,000 SEC