FG
Formula Growth’s Unity U Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.08M | Buy |
210,000
+45,000
| +27% | +$1.09M | 1.92% | 7 |
|
|
2025
Q1 | $3.23M | Sell |
165,000
-15,000
| -8% | -$294K | 1.31% | 20 |
|
|
2024
Q4 | $4.04M | Buy |
180,000
+5,000
| +3% | +$112K | 1.37% | 23 |
|
|
2024
Q3 | $3.96M | Buy |
175,000
+35,000
| +25% | +$792K | 1.36% | 24 |
|
|
2024
Q2 | $2.28M | Sell |
140,000
-30,000
| -18% | -$488K | 0.83% | 47 |
|
|
2024
Q1 | $4.54M | Buy |
170,000
+20,000
| +13% | +$534K | 1.45% | 18 |
|
|
2023
Q4 | $6.13M | Sell |
150,000
-135,000
| -47% | -$5.52M | 1.97% | 4 |
|
|
2023
Q3 | $8.95M | Buy |
285,000
+90,000
| +46% | +$2.83M | 3.05% | 1 |
|
|
2023
Q2 | $8.47M | Buy |
195,000
+135,000
| +225% | +$5.86M | 2.7% | 3 |
|
|
2023
Q1 | $1.95M | Sell |
60,000
-80,000
| -57% | -$2.6M | 0.63% | 63 |
|
|
2022
Q4 | $4M | Buy |
140,000
+27,000
| +24% | +$772K | 1.13% | 30 |
|
|
2022
Q3 | $3.6M | Buy |
+113,000
| New | +$3.6M | 1.03% | 39 |
|