Simon Quick 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 | $3.39M | Buy |
10,864
+4,483
| +70% | +$1.4M | 0.14% | 99 |
|
|
2025
Q1 | $3.34M | Buy |
6,381
+1,280
| +25% | +$670K | 0.19% | 59 |
|
|
2024
Q4 | $2.58M | Sell |
5,101
-33
| -0.6% | -$16.7K | 0.15% | 69 |
|
|
2024
Q3 | $3M | Buy |
5,134
+1,415
| +38% | +$827K | 0.19% | 61 |
|
|
2024
Q2 | $1.89M | Buy |
3,719
+666
| +22% | +$339K | 0.13% | 81 |
|
|
2024
Q1 | $1.51M | Buy |
3,053
+212
| +7% | +$105K | 0.11% | 90 |
|
|
2023
Q4 | $1.5M | Buy |
2,841
+288
| +11% | +$152K | 0.13% | 88 |
|
|
2023
Q3 | $1.29M | Buy |
2,553
+476
| +23% | +$240K | 0.12% | 91 |
|
|
2023
Q2 | $998K | Buy |
2,077
+244
| +13% | +$117K | 0.09% | 104 |
|
|
2023
Q1 | $866K | Buy |
1,833
+582
| +47% | +$275K | 0.09% | 102 |
|
|
2022
Q4 | $663K | Buy |
+1,251
| New | +$663K | 0.08% | 114 |
|
|
2022
Q2 | – | Sell |
-247
| Closed | -$126K | – | 387 |
|
|
2022
Q1 | $126K | Buy |
247
+220
| +815% | +$112K | 0.04% | 130 |
|
|
2021
Q4 | $14K | Sell |
27
-1,378
| -98% | -$715K | ﹤0.01% | 305 |
|
|
2021
Q3 | $548K | Buy |
1,405
+1,367
| +3,597% | +$533K | 0.14% | 71 |
|
|
2021
Q2 | $15K | Buy |
38
+11
| +41% | +$4.34K | ﹤0.01% | 356 |
|
|
2021
Q1 | $10K | Hold |
27
| – | – | ﹤0.01% | 390 |
|
|
2020
Q4 | $9K | Sell |
27
-192
| -88% | -$64K | ﹤0.01% | 377 |
|
|
2020
Q3 | $68K | Sell |
219
-122
| -36% | -$37.9K | 0.02% | 164 |
|
|
2020
Q2 | $101K | Buy |
341
+140
| +70% | +$41.5K | 0.04% | 121 |
|
|
2020
Q1 | $50K | Sell |
201
-82
| -29% | -$20.4K | 0.02% | 188 |
|
|
2019
Q4 | $83K | Buy |
283
+108
| +62% | +$31.7K | 0.03% | 163 |
|
|
2019
Q3 | $38K | Buy |
175
+119
| +213% | +$25.8K | 0.02% | 202 |
|
|
2019
Q2 | $13.7K | Sell |
56
-193
| -78% | -$47.1K | 0.01% | 206 |
|
|
2019
Q1 | $62K | Sell |
249
-6
| -2% | -$1.49K | 0.03% | 172 |
|
|
2018
Q4 | $64K | Buy |
255
+18
| +8% | +$4.52K | 0.02% | 163 |
|
|
2018
Q3 | $63K | Buy |
237
+43
| +22% | +$11.4K | 0.03% | 155 |
|
|
2018
Q2 | $47K | Buy |
194
+116
| +149% | +$28.1K | 0.02% | 184 |
|
|
2018
Q1 | $17K | Sell |
78
-1,235
| -94% | -$269K | 0.01% | 216 |
|
|
2017
Q4 | $311K | Sell |
1,313
-1,287
| -50% | -$305K | 0.14% | 66 |
|
|
2017
Q3 | $509K | Buy |
+2,600
| New | +$509K | 0.18% | 59 |
|