Sand Hill Global Advisors’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$675K Sell
2,163
-230
-10% -$71.8K 0.03% 135
2025
Q1
$1.25M Sell
2,393
-324
-12% -$170K 0.05% 109
2024
Q4
$1.37M Sell
2,717
-2
-0.1% -$1.01K 0.06% 106
2024
Q3
$1.59M Buy
2,719
+309
+13% +$181K 0.07% 97
2024
Q2
$1.23M Sell
2,410
-36
-1% -$18.3K 0.06% 104
2024
Q1
$1.21M Sell
2,446
-449
-16% -$222K 0.06% 95
2023
Q4
$1.52M Sell
2,895
-24
-0.8% -$12.6K 0.07% 92
2023
Q3
$1.47M Buy
2,919
+34
+1% +$17.1K 0.08% 86
2023
Q2
$1.39M Sell
2,885
-146
-5% -$70.2K 0.07% 88
2023
Q1
$1.43M Hold
3,031
0.08% 90
2022
Q4
$1.61M Sell
3,031
-154
-5% -$81.6K 0.09% 91
2022
Q3
$1.61M Sell
3,185
-24
-0.7% -$12.1K 0.1% 84
2022
Q2
$1.65M Buy
3,209
+618
+24% +$317K 0.09% 89
2022
Q1
$1.32M Sell
2,591
-21
-0.8% -$10.7K 0.07% 88
2021
Q4
$1.31M Buy
2,612
+112
+4% +$56.3K 0.07% 89
2021
Q3
$977K Sell
2,500
-401
-14% -$157K 0.06% 91
2021
Q2
$1.16M Sell
2,901
-341
-11% -$137K 0.07% 87
2021
Q1
$1.21M Sell
3,242
-523
-14% -$195K 0.08% 82
2020
Q4
$1.32M Sell
3,765
-69
-2% -$24.2K 0.09% 82
2020
Q3
$1.2M Sell
3,834
-42
-1% -$13.1K 0.09% 78
2020
Q2
$1.14M Sell
3,876
-49
-1% -$14.5K 0.09% 79
2020
Q1
$979K Buy
3,925
+100
+3% +$24.9K 0.09% 77
2019
Q4
$1.12M Buy
3,825
+349
+10% +$103K 0.1% 77
2019
Q3
$755K Buy
+3,476
New +$755K 0.07% 78