SGL Investment 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	$202K	Sell	656 -1,244	-65%	-$383K	0.1%	120
2025 Q1	$733K	Buy	1,900 +133	+8%	+$51.3K	0.38%	53
2024 Q4	$932K	Sell	1,767 -1,178	-40%	-$621K	0.47%	43
2024 Q3	$1.75M	Buy	+2,945	New	+$1.75M	0.9%	35