Lido Advisors
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Lido Advisors’s UBS Group UBS Stock Holding History

Lido Advisors’s Portfolio UBS Stock Details UBS Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$349K Sell
2025
Q2 		$298K Sell
2025
Q1 		$277K Buy
2023
Q3 		– Sell
2023
Q2 		$252K Buy
2021
Q1 		– Sell
2020
Q4 		$281K Buy
2018
Q3 		– Sell
2018
Q2 		$256K Buy
2018
Q1 		$238K Buy