Bank Julius Baer & Co’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $118K | Buy |
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|
2024
Q4 | $133K | Buy |
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|
2024
Q3 | $134K | Sell |
|
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|
2024
Q2 | $96.8K | Sell |
|
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|
2024
Q1 | $513K | Sell |
|
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|
2023
Q4 | $1.3M | Sell |
|
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|
2023
Q3 | $1.7M | Buy |
|
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|
2023
Q2 | $790K | Buy |
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|
2023
Q1 | $515K | Buy |
|
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|
2022
Q4 | $429K | Buy |
|
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|
2022
Q3 | $462K | Sell |
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|
2022
Q2 | $1.02M | Buy |
|
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|
2022
Q1 | $2.58M | Sell |
|
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|
2021
Q4 | $5.19M | Buy |
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|
2021
Q3 | $1.39M | Buy |
|
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $1.72M | Buy |
|