Simplex Trading’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.2M | Buy |
180,167
+144,106
| +400% | +$45M | 0.03% | 12 |
|
|
2025
Q1 | $18.9M | Buy |
36,061
+5,973
| +20% | +$3.13M | 0.01% | 26 |
|
|
2024
Q4 | $15.2M | Buy |
+30,088
| New | +$15.2M | 0.01% | 39 |
|
|
2024
Q3 | – | Sell |
-43,158
| Closed | -$22M | – | 4026 |
|
|
2024
Q2 | $22M | Buy |
43,158
+9,433
| +28% | +$4.8M | 0.01% | 25 |
|
|
2024
Q1 | $16.7M | Buy |
+33,725
| New | +$16.7M | 0.01% | 43 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 4112 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 4063 |
|
|
2023
Q2 | – | Sell |
-52,281
| Closed | -$24.7M | – | 4092 |
|
|
2023
Q1 | $24.7M | Buy |
+52,281
| New | +$24.7M | 0.02% | 16 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 4210 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 4299 |
|
|
2022
Q2 | – | Sell |
-1,174
| Closed | -$598K | – | 4261 |
|
|
2022
Q1 | $598K | Sell |
1,174
-46,384
| -98% | -$23.6M | ﹤0.01% | 668 |
|
|
2021
Q4 | $23.9M | Buy |
+47,558
| New | +$23.9M | 0.02% | 14 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3810 |
|
|
2021
Q2 | – | Sell |
-338
| Closed | – | – | 3957 |
|
|
2021
Q1 | $0 | Sell |
338
-14,363
| -98% | – | ﹤0.01% | 3750 |
|
|
2020
Q4 | $5.16M | Sell |
14,701
-15,068
| -51% | -$5.28M | 0.01% | 81 |
|
|
2020
Q3 | $9.28M | Buy |
+29,769
| New | +$9.28M | 0.01% | 38 |
|
|
2020
Q2 | – | Sell |
-7,683
| Closed | -$1.92M | – | 3145 |
|
|
2020
Q1 | $1.92M | Buy |
+7,683
| New | +$1.92M | ﹤0.01% | 165 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3016 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 2981 |
|
|
2019
Q2 | – | Sell |
-250
| Closed | -$61K | – | 2938 |
|
|
2019
Q1 | $61K | Sell |
250
-10,975
| -98% | -$2.68M | ﹤0.01% | 1051 |
|
|
2018
Q4 | $2.8M | Buy |
11,225
+545
| +5% | +$136K | 0.01% | 71 |
|
|
2018
Q3 | $2.84M | Buy |
+10,680
| New | +$2.84M | 0.01% | 109 |
|
|
2018
Q2 | – | Sell |
-28,118
| Closed | -$6.02M | – | 2988 |
|
|
2018
Q1 | $6.02M | Sell |
28,118
-15,112
| -35% | -$3.23M | 0.26% | 37 |
|
|
2017
Q4 | $9.53M | Buy |
43,230
+41,959
| +3,301% | +$9.25M | 0.41% | 33 |
|
|
2017
Q3 | $248K | Buy |
+1,271
| New | +$248K | 0.01% | 579 |
|
|
2017
Q2 | – | Sell |
-11,792
| Closed | -$1.93M | – | 2813 |
|
|
2017
Q1 | $1.93M | Buy |
+11,792
| New | +$1.93M | 0.08% | 157 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 2748 |
|
|
2016
Q3 | – | Hold |
0
| – | – | – | 2715 |
|
|
2016
Q2 | – | Hold |
0
| – | – | – | 2713 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 2634 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 2656 |
|
|
2015
Q3 | – | Sell |
-39,026
| Closed | -$4.76M | – | 2661 |
|
|
2015
Q2 | $4.76M | Buy |
39,026
+12,417
| +47% | +$1.51M | 0.4% | 26 |
|
|
2015
Q1 | $3.15M | Buy |
26,609
+24,045
| +938% | +$2.84M | 0.37% | 26 |
|
|
2014
Q4 | $259K | Buy |
+2,564
| New | +$259K | 0.03% | 258 |
|