SIM
SSI Investment Management’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Sell |
901
-579
| -39% | -$181K | 0.02% | 229 |
|
|
2025
Q1 | $775K | Hold |
1,480
| – | – | 0.06% | 179 |
|
|
2024
Q4 | $749K | Hold |
1,480
| – | – | 0.06% | 186 |
|
|
2024
Q3 | $865K | Sell |
1,480
-1
| -0.1% | -$585 | 0.06% | 186 |
|
|
2024
Q2 | $754K | Hold |
1,481
| – | – | 0.06% | 175 |
|
|
2024
Q1 | $733K | Sell |
1,481
-16
| -1% | -$7.92K | 0.06% | 174 |
|
|
2023
Q4 | $788K | Sell |
1,497
-5
| -0.3% | -$2.63K | 0.06% | 174 |
|
|
2023
Q3 | $757K | Sell |
1,502
-15
| -1% | -$7.56K | 0.06% | 161 |
|
|
2023
Q2 | $729K | Sell |
1,517
-275
| -15% | -$132K | 0.05% | 175 |
|
|
2023
Q1 | $847K | Sell |
1,792
-421
| -19% | -$199K | 0.06% | 173 |
|
|
2022
Q4 | $1.17M | Sell |
2,213
-2
| -0.1% | -$1.06K | 0.07% | 195 |
|
|
2022
Q3 | $1.12M | Buy |
2,215
+5
| +0.2% | +$2.53K | 0.08% | 187 |
|
|
2022
Q2 | $1.14M | Hold |
2,210
| – | – | 0.07% | 194 |
|
|
2022
Q1 | $1.13M | Sell |
2,210
-46
| -2% | -$23.5K | 0.06% | 191 |
|
|
2021
Q4 | $1.14M | Sell |
2,256
-5
| -0.2% | -$2.52K | 0.07% | 189 |
|
|
2021
Q3 | $883K | Hold |
2,261
| – | – | 0.05% | 198 |
|
|
2021
Q2 | $905K | Sell |
2,261
-8
| -0.4% | -$3.2K | 0.06% | 200 |
|
|
2021
Q1 | $844K | Sell |
2,269
-1
| -0% | -$372 | 0.06% | 191 |
|
|
2020
Q4 | $797K | Sell |
2,270
-2
| -0.1% | -$702 | 0.06% | 176 |
|
|
2020
Q3 | $710K | Sell |
2,272
-1,115
| -33% | -$348K | 0.06% | 171 |
|
|
2020
Q2 | $999K | Sell |
3,387
-37
| -1% | -$10.9K | 0.09% | 155 |
|
|
2020
Q1 | $852K | Sell |
3,424
-38
| -1% | -$9.46K | 0.08% | 163 |
|
|
2019
Q4 | $1.02M | Sell |
3,462
-35
| -1% | -$10.3K | 0.07% | 180 |
|
|
2019
Q3 | $760K | Sell |
3,497
-3
| -0.1% | -$652 | 0.06% | 193 |
|
|
2019
Q2 | $855K | Sell |
3,500
-13
| -0.4% | -$3.18K | 0.06% | 190 |
|
|
2019
Q1 | $868K | Sell |
3,513
-8
| -0.2% | -$1.98K | 0.07% | 181 |
|
|
2018
Q4 | $875K | Sell |
3,521
-65
| -2% | -$16.2K | 0.08% | 167 |
|
|
2018
Q3 | $953K | Sell |
3,586
-19
| -0.5% | -$5.05K | 0.07% | 188 |
|
|
2018
Q2 | $884K | Sell |
3,605
-462
| -11% | -$113K | 0.07% | 184 |
|
|
2018
Q1 | $870K | Sell |
4,067
-60
| -1% | -$12.8K | 0.07% | 193 |
|
|
2017
Q4 | $908K | Sell |
4,127
-539
| -12% | -$119K | 0.08% | 185 |
|
|
2017
Q3 | $916K | Buy |
4,666
+502
| +12% | +$98.6K | 0.08% | 194 |
|
|
2017
Q2 | $771K | Sell |
4,164
-58
| -1% | -$10.7K | 0.07% | 206 |
|
|
2017
Q1 | $695K | Sell |
4,222
-5
| -0.1% | -$823 | 0.06% | 204 |
|
|
2016
Q4 | $679K | Sell |
4,227
-93
| -2% | -$14.9K | 0.06% | 201 |
|
|
2016
Q3 | $606K | Sell |
4,320
-42
| -1% | -$5.89K | 0.05% | 202 |
|
|
2016
Q2 | $614K | Buy |
4,362
+59
| +1% | +$8.31K | 0.06% | 194 |
|
|
2016
Q1 | $555K | Hold |
4,303
| – | – | 0.06% | 188 |
|
|
2015
Q4 | $507K | Hold |
4,303
| – | – | 0.05% | 191 |
|
|
2015
Q3 | $498K | Hold |
4,303
| – | – | 0.05% | 188 |
|
|
2015
Q2 | $523K | Sell |
4,303
-17
| -0.4% | -$2.07K | 0.05% | 191 |
|
|
2015
Q1 | $512K | Sell |
4,320
-16
| -0.4% | -$1.9K | 0.05% | 198 |
|
|
2014
Q4 | $439K | Hold |
4,336
| – | – | 0.04% | 235 |
|
|
2014
Q3 | $375K | Hold |
4,336
| – | – | 0.04% | 268 |
|
|
2014
Q2 | $354K | Sell |
4,336
-4,911
| -53% | -$401K | 0.03% | 287 |
|
|
2014
Q1 | $758K | Sell |
9,247
-13,346
| -59% | -$1.09M | 0.08% | 171 |
|
|
2013
Q4 | $1.7M | Sell |
22,593
-3,963
| -15% | -$299K | 0.15% | 157 |
|
|
2013
Q3 | $1.9M | Sell |
26,556
-2,979
| -10% | -$214K | 0.17% | 135 |
|
|
2013
Q2 | $1.94M | Buy |
+29,535
| New | +$1.94M | 0.19% | 129 |
|