Simon Quick Advisors’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.51M | Buy |
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|
2025
Q2 | $2.24M | Buy |
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|
2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | $2.58M | Sell |
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|
2024
Q3 | $3M | Buy |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $998K | Buy |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $663K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $126K | Buy |
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|
2021
Q4 | $14K | Sell |
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|
2021
Q3 | $548K | Buy |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $68K | Sell |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $50K | Sell |
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|
2019
Q4 | $83K | Buy |
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|
2019
Q3 | $38K | Buy |
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|
2019
Q2 | $13.7K | Sell |
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|
2019
Q1 | $62K | Sell |
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|
2018
Q4 | $64K | Buy |
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|
2018
Q3 | $63K | Buy |
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|
2018
Q2 | $47K | Buy |
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|
2018
Q1 | $17K | Sell |
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|
2017
Q4 | $311K | Sell |
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|
2017
Q3 | $509K | Buy |
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