Alpha Family Trust’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Hold |
275,933
| – | – | 3.31% | 8 |
|
|
2025
Q1 | $5.41M | Hold |
275,933
| – | – | 3.15% | 8 |
|
|
2024
Q4 | $6.2M | Hold |
275,933
| – | – | 3.48% | 8 |
|
|
2024
Q3 | $6.24M | Hold |
275,933
| – | – | 3.49% | 8 |
|
|
2024
Q2 | $4.49M | Hold |
275,933
| – | – | 2.63% | 9 |
|
|
2024
Q1 | $7.34M | Hold |
275,933
| – | – | 4.44% | 7 |
|
|
2023
Q4 | $11.3M | Hold |
275,933
| – | – | 7.62% | 3 |
|
|
2023
Q3 | $8.66M | Sell |
275,933
-137,966
| -33% | -$4.33M | 6.59% | 4 |
|
|
2023
Q2 | $18M | Hold |
413,899
| – | – | 12.55% | 1 |
|
|
2023
Q1 | $13.4M | Hold |
413,899
| – | – | 10.63% | 1 |
|
|
2022
Q4 | $11.8M | Buy |
+413,899
| New | +$11.8M | 10.68% | 1 |
|