AssetMark Inc’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $165K | Buy |
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|
2025
Q2 | $96.5K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $65 | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $204 | Sell |
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|
2023
Q3 | $565 | Buy |
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|
2023
Q2 | $651 | Hold |
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|
2023
Q1 | $487 | Sell |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $734K | Buy |
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|
2022
Q2 | $656K | Buy |
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|
2022
Q1 | $983K | Buy |
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|
2021
Q4 | $320K | Buy |
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|
2021
Q3 | $1K | Buy |
|