IWA
Invera Wealth Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $904K | Sell |
1,726
-1,114
| -39% | -$583K | 1.06% | 27 |
|
|
2024
Q4 | $1.5M | Sell |
2,840
-74
| -3% | -$39.2K | 1.49% | 23 |
|
|
2024
Q3 | $1.76M | Sell |
2,914
-281
| -9% | -$170K | 1.75% | 20 |
|
|
2024
Q2 | $1.61M | Sell |
3,195
-18
| -0.6% | -$9.08K | 1.65% | 22 |
|
|
2024
Q1 | $1.58M | Buy |
3,213
+65
| +2% | +$32.1K | 1.35% | 30 |
|
|
2023
Q4 | $1.66M | Buy |
+3,148
| New | +$1.66M | 1.04% | 34 |
|