Lido Advisors’s UnitedHealth UNH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.7M | Buy |
172,202
+3,532
| +2% | +$1.1M | 0.21% | 61 |
|
|
2025
Q1 | $88.3M | Buy |
168,670
+20,810
| +14% | +$10.9M | 0.4% | 32 |
|
|
2024
Q4 | $74.8M | Buy |
147,860
+26,487
| +22% | +$13.4M | 0.34% | 38 |
|
|
2024
Q3 | $71M | Buy |
121,373
+2,100
| +2% | +$1.23M | 0.35% | 27 |
|
|
2024
Q2 | $60.7M | Buy |
119,273
+8,106
| +7% | +$4.13M | 0.34% | 28 |
|
|
2024
Q1 | $55M | Sell |
111,167
-6,368
| -5% | -$3.15M | 0.32% | 28 |
|
|
2023
Q4 | $61.9M | Buy |
117,535
+12,391
| +12% | +$6.52M | 0.42% | 21 |
|
|
2023
Q3 | $53M | Buy |
105,144
+1,358
| +1% | +$685K | 0.4% | 23 |
|
|
2023
Q2 | $49.9M | Buy |
103,786
+4,127
| +4% | +$1.98M | 0.36% | 25 |
|
|
2023
Q1 | $47.1M | Buy |
99,659
+6,186
| +7% | +$2.92M | 0.46% | 18 |
|
|
2022
Q4 | $49.6M | Buy |
93,473
+9,061
| +11% | +$4.8M | 0.6% | 15 |
|
|
2022
Q3 | $42.6M | Buy |
84,412
+5,673
| +7% | +$2.87M | 0.54% | 16 |
|
|
2022
Q2 | $40.4M | Buy |
78,739
+8,231
| +12% | +$4.23M | 0.54% | 18 |
|
|
2022
Q1 | $36M | Buy |
70,508
+6,082
| +9% | +$3.1M | 0.4% | 23 |
|
|
2021
Q4 | $32.4M | Buy |
64,426
+44
| +0.1% | +$22.1K | 0.35% | 24 |
|
|
2021
Q3 | $25.8M | Sell |
64,382
-1,381
| -2% | -$553K | 0.36% | 27 |
|
|
2021
Q2 | $26.3M | Buy |
65,763
+2,721
| +4% | +$1.09M | 0.37% | 25 |
|
|
2021
Q1 | $23.5M | Buy |
63,042
+7,877
| +14% | +$2.93M | 0.4% | 24 |
|
|
2020
Q4 | $19.3M | Buy |
55,165
+10,619
| +24% | +$3.72M | 0.4% | 25 |
|
|
2020
Q3 | $13.9M | Buy |
44,546
+3,274
| +8% | +$1.02M | 0.36% | 31 |
|
|
2020
Q2 | $12.2M | Buy |
41,272
+15,463
| +60% | +$4.56M | 0.37% | 34 |
|
|
2020
Q1 | $6.44M | Buy |
25,809
+8,469
| +49% | +$2.11M | 0.27% | 46 |
|
|
2019
Q4 | $5.1M | Sell |
17,340
-4,717
| -21% | -$1.39M | 0.2% | 72 |
|
|
2019
Q3 | $4.79M | Sell |
22,057
-1,474
| -6% | -$320K | 0.24% | 58 |
|
|
2019
Q2 | $5.74M | Buy |
23,531
+20,174
| +601% | +$4.92M | 0.33% | 44 |
|
|
2019
Q1 | $830K | Buy |
3,357
+95
| +3% | +$23.5K | 0.05% | 189 |
|
|
2018
Q4 | $812K | Buy |
3,262
+50
| +2% | +$12.4K | 0.08% | 137 |
|
|
2018
Q3 | $854K | Buy |
3,212
+224
| +7% | +$59.6K | 0.08% | 139 |
|
|
2018
Q2 | $733K | Buy |
2,988
+145
| +5% | +$35.6K | 0.08% | 137 |
|
|
2018
Q1 | $608K | Sell |
2,843
-196
| -6% | -$41.9K | 0.08% | 148 |
|
|
2017
Q4 | $669K | Buy |
3,039
+21
| +0.7% | +$4.62K | 0.1% | 113 |
|
|
2017
Q3 | $634K | Buy |
+3,018
| New | +$634K | 0.1% | 113 |
|
|
2017
Q2 | – | Sell |
-1,799
| Closed | -$314K | – | 283 |
|
|
2017
Q1 | $314K | Buy |
1,799
+152
| +9% | +$26.5K | 0.09% | 145 |
|
|
2016
Q4 | $264K | Sell |
1,647
-554
| -25% | -$88.8K | 0.07% | 154 |
|
|
2016
Q3 | $308K | Buy |
+2,201
| New | +$308K | 0.09% | 101 |
|