Sims Investment Management’s UnitedHealth UNH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$339K	Buy	1,087 +41	+4%	+$12.8K	0.14%	35
2025 Q1	$548K	Buy	1,046 +14	+1%	+$7.33K	0.24%	30
2024 Q4	$522K	Buy	+1,032	New	+$522K	0.3%	25