Fidelity Investments’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
6,479
+5,575
| +617% | +$173K | ﹤0.01% | 3305 |
|
|
2025
Q1 | $27.1K | Buy |
904
+39
| +5% | +$1.17K | ﹤0.01% | 4108 |
|
|
2024
Q4 | $29.2K | Sell |
865
-100
| -10% | -$3.37K | ﹤0.01% | 4067 |
|
|
2024
Q3 | $28.8K | Buy |
965
+100
| +12% | +$2.98K | ﹤0.01% | 4015 |
|
|
2024
Q2 | $17.7K | Hold |
865
| – | – | ﹤0.01% | 4114 |
|
|
2024
Q1 | $19.8K | Buy |
865
+27
| +3% | +$619 | ﹤0.01% | 4019 |
|
|
2023
Q4 | $19.7K | Hold |
838
| – | – | ﹤0.01% | 3948 |
|
|
2023
Q3 | $13.6K | Hold |
838
| – | – | ﹤0.01% | 3987 |
|
|
2023
Q2 | $12K | Hold |
838
| – | – | ﹤0.01% | 4087 |
|
|
2023
Q1 | $14.1K | Sell |
838
-27,475
| -97% | -$463K | ﹤0.01% | 3992 |
|
|
2022
Q4 | $556K | Buy |
28,313
+240
| +0.9% | +$4.72K | ﹤0.01% | 2684 |
|
|
2022
Q3 | $464K | Sell |
28,073
-474
| -2% | -$7.83K | ﹤0.01% | 2797 |
|
|
2022
Q2 | $536K | Buy |
28,547
+122
| +0.4% | +$2.29K | ﹤0.01% | 2822 |
|
|
2022
Q1 | $640K | Buy |
28,425
+3,720
| +15% | +$83.8K | ﹤0.01% | 2914 |
|
|
2021
Q4 | $466K | Buy |
24,705
+1,975
| +9% | +$37.3K | ﹤0.01% | 2807 |
|
|
2021
Q3 | $423K | Buy |
22,730
+929
| +4% | +$17.3K | ﹤0.01% | 2827 |
|
|
2021
Q2 | $380K | Buy |
21,801
+2,503
| +13% | +$43.6K | ﹤0.01% | 2824 |
|
|
2021
Q1 | $340K | Buy |
19,298
+571
| +3% | +$10.1K | ﹤0.01% | 2743 |
|
|
2020
Q4 | $290K | Buy |
18,727
+9,963
| +114% | +$154K | ﹤0.01% | 2743 |
|
|
2020
Q3 | $103K | Buy |
+8,764
| New | +$103K | ﹤0.01% | 2788 |
|