Concord Wealth Partners’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $44 | Hold |
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|
2025
Q3 | $40 | Hold |
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|
2025
Q2 | $24 | Hold |
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|
2025
Q1 | $20 | Hold |
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|
2024
Q4 | $22 | Sell |
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|
2024
Q3 | $12.2K | Buy |
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|
2024
Q2 | $390 | Sell |
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|
2024
Q1 | $15K | Buy |
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|
2023
Q4 | $981 | Sell |
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|
2023
Q3 | $13.4K | Sell |
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|
2023
Q2 | $19.1K | Buy |
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|
2023
Q1 | $8.08K | Sell |
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|
2022
Q4 | $46.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $111K | Sell |
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|
2021
Q4 | $186K | Buy |
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|
2021
Q3 | $41K | Sell |
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|
2021
Q2 | $55K | Buy |
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