SAM
Simplify Asset Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,051
-9,376
| -70% | -$2.93M | 0.06% | 56 |
|
|
2025
Q1 | $7.03M | Buy |
13,427
+1,370
| +11% | +$718K | 0.26% | 15 |
|
|
2024
Q4 | $6.1M | Sell |
12,057
-8,315
| -41% | -$4.21M | 0.3% | 20 |
|
|
2024
Q3 | $11.9M | Buy |
20,372
+6,772
| +50% | +$3.96M | 0.55% | 17 |
|
|
2024
Q2 | $6.93M | Buy |
13,600
+11,700
| +616% | +$5.96M | 0.46% | 12 |
|
|
2024
Q1 | $940K | Sell |
1,900
-1,611
| -46% | -$797K | 0.06% | 67 |
|
|
2023
Q4 | $1.85M | Sell |
3,511
-1,274
| -27% | -$671K | 0.17% | 40 |
|
|
2023
Q3 | $2.41M | Buy |
4,785
+3,788
| +380% | +$1.91M | 0.28% | 37 |
|
|
2023
Q2 | $479K | Sell |
997
-1,665
| -63% | -$800K | 0.06% | 85 |
|
|
2023
Q1 | $1.26M | Sell |
2,662
-5,335
| -67% | -$2.52M | 0.18% | 45 |
|
|
2022
Q4 | $4.24M | Buy |
7,997
+644
| +9% | +$341K | 0.65% | 10 |
|
|
2022
Q3 | $3.71M | Buy |
7,353
+336
| +5% | +$170K | 0.39% | 10 |
|
|
2022
Q2 | $3.6M | Buy |
7,017
+4,092
| +140% | +$2.1M | 0.14% | 9 |
|
|
2022
Q1 | $1.49M | Buy |
2,925
+220
| +8% | +$112K | 0.05% | 14 |
|
|
2021
Q4 | $1.36M | Buy |
+2,705
| New | +$1.36M | 0.06% | 8 |
|