Yoffe 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
$642K Buy
2,057
+1
+0% +$312 0.88% 36
2025
Q1
$1.08M Hold
2,056
1.58% 13
2024
Q4
$1.04M Buy
+2,056
New +$1.04M 1.54% 13