Clearstead Advisors’s Udemy UDMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1K | Buy |
2,291
+25
| +1% | +$176 | ﹤0.01% | 1710 |
|
|
2025
Q1 | $17.6K | Hold |
2,266
| – | – | ﹤0.01% | 1457 |
|
|
2024
Q4 | $18.7K | Hold |
2,266
| – | – | ﹤0.01% | 1406 |
|
|
2024
Q3 | $16.9K | Hold |
2,266
| – | – | ﹤0.01% | 1470 |
|
|
2024
Q2 | $19.6K | Hold |
2,266
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q1 | $22.1K | Hold |
2,266
| – | – | ﹤0.01% | 931 |
|
|
2023
Q4 | $33.4K | Sell |
2,266
-2,266
| -50% | -$33.4K | ﹤0.01% | 839 |
|
|
2023
Q3 | $43.1K | Buy |
4,532
+2,266
| +100% | +$21.5K | ﹤0.01% | 901 |
|
|
2023
Q2 | $24.3K | Hold |
2,266
| – | – | ﹤0.01% | 865 |
|
|
2023
Q1 | $20K | Hold |
2,266
| – | – | ﹤0.01% | 855 |
|
|
2022
Q4 | $23.9K | Hold |
2,266
| – | – | ﹤0.01% | 765 |
|
|
2022
Q3 | $27K | Hold |
2,266
| – | – | ﹤0.01% | 720 |
|
|
2022
Q2 | $23K | Buy |
+2,266
| New | +$23K | ﹤0.01% | 773 |
|