Invera Wealth Advisors’s UnitedHealth UNH Stock Holding History

Invera Wealth Advisors’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 Q1	$904K	Sell
2024 Q4	$1.5M	Sell
2024 Q3	$1.76M	Sell
2024 Q2	$1.61M	Sell
2024 Q1	$1.58M	Buy
2023 Q4	$1.66M	Buy