A detailed history of Invera Wealth Advisors, LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Invera Wealth Advisors, LLC holds 2,914 shares of UNH stock, worth $1.72 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
2,914
Previous 3,195 8.79%
Holding current value
$1.72 Million
Previous $1.63 Million 4.67%
% of portfolio
1.78%
Previous 1.74%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$488.01 - $604.18 $137,130 - $169,774
-281 Reduced 8.79%
2,914 $1.7 Million
Q2 2024

Aug 06, 2024

SELL
$439.2 - $524.63 $7,905 - $9,443
-18 Reduced 0.56%
3,195 $1.63 Million
Q1 2024

Apr 22, 2024

BUY
$472.6 - $545.42 $30,719 - $35,452
65 Added 2.06%
3,213 $1.59 Million
Q4 2023

Apr 22, 2024

SELL
$509.47 - $552.97 $33,115 - $35,943
-65 Reduced 2.02%
3,148 $1.66 Billion
Q4 2023

Jan 16, 2024

BUY
$509.47 - $552.97 $1.6 Million - $1.74 Million
3,148 New
3,148 $1.66 Million

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $553B
  • Description
  • UnitedHealth Group Incorporated operates as a diversified health care company in the United States. It operates through four segments: UnitedHealthcare, Optum Health, Optum Insight, and Optum Rx. The UnitedHealthcare segment offers consumer-oriented health benefit plans and services for national employers, public sector employers, mid-sized empl...
More about UNH
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