Empirical Wealth Management’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 | $232K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $211K | Sell |
|
|||||
|
2023
Q4 | $477K | Buy |
|
|||||
|
2023
Q3 | $345K | Buy |
|
|||||
|
2023
Q2 | $448K | Buy |
|
|||||
|
2023
Q1 | $319K | Buy |
|
|||||
|
2022
Q4 | $276K | Sell |
|
|||||
|
2022
Q3 | $310K | Buy |
|
|||||
|
2022
Q2 | $325K | Buy |
|
|||||
|
2022
Q1 | $237K | Buy |
|
|||||
|
2021
Q4 | $288K | Buy |
|