Avantax Advisory Services’s United Homes Group UHG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.63M | Sell |
1,250,000
-365
| -0% | -$1.06K | 0.02% | 556 |
|
|
2025
Q1 | $3.5M | Buy |
1,250,365
+365
| +0% | +$1.02K | 0.02% | 528 |
|
|
2024
Q4 | $5.29M | Hold |
1,250,000
| – | – | 0.03% | 380 |
|
|
2024
Q3 | $7.68M | Hold |
1,250,000
| – | – | 0.05% | 291 |
|
|
2024
Q2 | $7.11M | Hold |
1,250,000
| – | – | 0.05% | 281 |
|
|
2024
Q1 | $8.74M | Hold |
1,250,000
| – | – | 0.08% | 201 |
|
|
2023
Q4 | $10.5M | Buy |
1,250,000
+225,000
| +22% | +$1.9M | 0.1% | 150 |
|
|
2023
Q3 | $5.74M | Buy |
1,025,000
+25,000
| +3% | +$140K | 0.06% | 221 |
|
|
2023
Q2 | $11.2M | Hold |
1,000,000
| – | – | 0.13% | 134 |
|
|
2023
Q1 | $20.8M | Buy |
+1,000,000
| New | +$20.8M | 0.25% | 57 |
|