A detailed history of Invenio Wealth Partners LLC transactions in Unitedhealth Group Inc stock. As of the latest transaction made, Invenio Wealth Partners LLC holds 1,622 shares of UNH stock, worth $913,121. This represents 0.41% of its overall portfolio holdings.

Number of Shares
1,622
Previous 2,055 21.07%
Holding current value
$913,121
Previous $1.02 Billion 18.75%
% of portfolio
0.41%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$439.2 - $524.63 $190,173 - $227,164
-433 Reduced 21.07%
1,622 $826 Million
Q1 2024

May 09, 2024

SELL
$472.6 - $545.42 $161,629 - $186,533
-342 Reduced 14.27%
2,055 $1.02 Billion
Q4 2023

Feb 09, 2024

SELL
$509.47 - $552.97 $99,346 - $107,829
-195 Reduced 7.52%
2,397 $1.26 Billion
Q3 2023

Nov 13, 2023

SELL
$447.75 - $510.93 $11,193 - $12,773
-25 Reduced 0.96%
2,592 $1.31 Billion
Q2 2023

Aug 11, 2023

BUY
$458.49 - $526.23 $1.2 Million - $1.38 Million
2,617 New
2,617 $1.26 Billion

Others Institutions Holding UNH

About UNITEDHEALTH GROUP INC


  • Ticker UNH
  • Exchange NYSE
  • Sector Healthcare
  • Industry Healthcare Plans
  • Shares Outstandng 935,382,976
  • Market Cap $527B
  • 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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