Envestnet Asset 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 | $238K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $930K | Sell |
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|
2024
Q2 | $774K | Sell |
|
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|
2024
Q1 | $1.98M | Sell |
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|
2023
Q4 | $7.83M | Sell |
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|
2023
Q3 | $8.28M | Sell |
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|
2023
Q2 | $15.1M | Sell |
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|
2023
Q1 | $11.6M | Sell |
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|
2022
Q4 | $14.4M | Sell |
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|
2022
Q3 | $16.2M | Sell |
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|
2022
Q2 | $18.8M | Buy |
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|
2022
Q1 | $40.5M | Buy |
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|
2021
Q4 | $42.1M | Buy |
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|
2021
Q3 | $34.5M | Buy |
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|
2021
Q2 | $26.2M | Buy |
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|
2021
Q1 | $23.3M | Buy |
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|
2020
Q4 | $2.33M | Buy |
|