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Lloyd Advisory Services’s UnitedHealth UNH Stock Holding History

Lloyd Advisory Services’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$149K Buy
+550
New +$164K 0.04% 175
2024
Q2 		– Sell
-3,910
Closed -$1.93M – 187
2024
Q1 		$1.93M Buy
3,910
+3,320
+563% +$1.69M 0.41% 30
2023
Q4 		$310K Sell
590
-5,793
-91% -$3.09M 0.15% 82
2023
Q3 		$3.22M Buy
+6,383
New +$3.14M 1.06% 17
2022
Q2 		– Sell
-163
Closed -$83K – 548
2022
Q1 		$83K Buy
163
+151
+1,258% +$72.8K 0.04% 182
2021
Q4 		$6K Hold
12
– – ﹤0.01% 346
2021
Q3 		$5K Buy
+12
New +$4.97K ﹤0.01% 317
2021
Q1 		– Sell
-123
Closed -$43K – 415
2020
Q4 		$43K Hold
123
– – 0.02% 125
2020
Q3 		$38K Sell
123
-9
-7% -$2.77K 0.02% 119
2020
Q2 		$39K Sell
132
-5
-4% -$1.43K 0.02% 122
2020
Q1 		$34K Sell
137
-16
-10% -$4.4K 0.03% 114
2019
Q4 		$45K Buy
+153
New +$40K 0.04% 128

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VCM
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State Street
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Capital World Investors
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return