Kaufman Rossin Wealth’s UnitedHealth UNH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$253K Sell
811
-25
-3% -$7.8K 0.16% 104
2025
Q1
$438K Buy
+836
New +$438K 0.31% 49