Simplex Trading’s Universal Technical Institute UTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $648K | Buy |
+17,937
| New | +$566K | ﹤0.01% | 2968 |
|
|
2025
Q4 | – | Sell |
-43,489
| Closed | -$1.42M | – | 10166 |
|
|
2025
Q3 | $1.42M | Buy |
+43,489
| New | +$1.28M | ﹤0.01% | 2686 |
|
|
2025
Q1 | – | Sell |
-1,596
| Closed | -$43K | – | 9755 |
|
|
2024
Q4 | $41K | Sell |
1,596
-3,772
| -70% | -$78.5K | ﹤0.01% | 6083 |
|
|
2024
Q3 | $87K | Buy |
+5,368
| New | +$92K | ﹤0.01% | 5380 |
|
|
2024
Q2 | – | Sell |
-34,296
| Closed | -$513K | – | 9899 |
|
|
2024
Q1 | $546K | Buy |
34,296
+27,752
| +424% | +$403K | ﹤0.01% | 3771 |
|
|
2023
Q4 | $81K | Buy |
+6,544
| New | +$66.4K | ﹤0.01% | 5599 |
|
|
2023
Q2 | – | Sell |
-100
| Closed | – | – | 10011 |
|
|
2023
Q1 | $0 | Sell |
100
-985
| -91% | -$7.02K | ﹤0.01% | 10204 |
|
|
2022
Q4 | $7K | Buy |
+1,085
| New | +$7.17K | ﹤0.01% | 7860 |
|
|
2022
Q2 | – | Sell |
-1,215
| Closed | -$10.7K | – | 11167 |
|
|
2022
Q1 | $10K | Sell |
1,215
-13,000
| -91% | -$107K | ﹤0.01% | 8905 |
|
|
2021
Q4 | $111K | Sell |
14,215
-10,550
| -43% | -$78.8K | ﹤0.01% | 6090 |
|
|
2021
Q3 | $158K | Hold |
24,765
| – | – | ﹤0.01% | 5970 |
|
|
2021
Q2 | $160K | Buy |
24,765
+9,788
| +65% | +$57.8K | ﹤0.01% | 6048 |
|
|
2021
Q1 | $87K | Buy |
14,977
+8,382
| +127% | +$51.8K | ﹤0.01% | 5939 |
|
|
2020
Q4 | $42K | Sell |
6,595
-2,410
| -27% | -$13.8K | ﹤0.01% | 6373 |
|
|
2020
Q3 | $45K | Sell |
9,005
-2,577
| -22% | -$18.1K | ﹤0.01% | 5705 |
|
|
2020
Q2 | $80K | Buy |
+11,582
| New | +$76K | ﹤0.01% | 5037 |
|
|
2019
Q3 | – | Sell |
-200
| Closed | – | – | 7943 |
|
|
2019
Q2 | $0 | Buy |
200
+106
| +113% | +$359 | ﹤0.01% | 7842 |
|
|
2019
Q1 | $0 | Buy |
+94
| New | +$333 | ﹤0.01% | 7903 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | – | – | 6915 |
|
|
2017
Q4 | $0 | Sell |
1
-2,715
| -100% | -$8.54K | ﹤0.01% | 6740 |
|
|
2017
Q3 | $9K | Sell |
2,716
-1,613
| -37% | -$5.65K | ﹤0.01% | 3895 |
|
|
2017
Q2 | $15K | Buy |
+4,329
| New | +$15.6K | ﹤0.01% | 3600 |
|
|
2017
Q1 | – | Sell |
-14,780
| Closed | -$43K | – | 6825 |
|
|
2016
Q4 | $43K | Buy |
+14,780
| New | +$34.1K | ﹤0.01% | 2299 |
|
Other funds holding UTI
CCM
VCM
CAM
WA
DCM
HRCM
