Invenio Wealth Partners’s UnitedHealth UNH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Buy |
1,936
+372
| +24% | +$116K | 0.24% | 49 |
|
|
2025
Q1 | $819K | Sell |
1,564
-193
| -11% | -$101K | 0.34% | 39 |
|
|
2024
Q4 | $889K | Buy |
1,757
+129
| +8% | +$65.3K | 0.37% | 39 |
|
|
2024
Q3 | $952K | Buy |
1,628
+6
| +0.4% | +$3.51K | 0.41% | 36 |
|
|
2024
Q2 | $826K | Sell |
1,622
-433
| -21% | -$221K | 0.41% | 36 |
|
|
2024
Q1 | $1.02M | Sell |
2,055
-342
| -14% | -$169K | 0.55% | 32 |
|
|
2023
Q4 | $1.26M | Sell |
2,397
-195
| -8% | -$103K | 0.91% | 28 |
|
|
2023
Q3 | $1.31M | Sell |
2,592
-25
| -1% | -$12.6K | 1.19% | 23 |
|
|
2023
Q2 | $1.26M | Buy |
+2,617
| New | +$1.26M | 1.43% | 19 |
|