Invenio Wealth Partners’s UnitedHealth UNH Stock Holding History

Invenio Wealth Partners’s Portfolio UNH Stock Details UNH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$552K	Sell
2025 Q2	$604K	Buy
2025 Q1	$819K	Sell
2024 Q4	$889K	Buy
2024 Q3	$952K	Buy
2024 Q2	$826K	Sell
2024 Q1	$1.02M	Sell
2023 Q4	$1.26M	Sell
2023 Q3	$1.31M	Sell
2023 Q2	$1.26M	Buy