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 |
|