Franklin Resources’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $542K | Sell |
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|
2025
Q2 | $344K | Buy |
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|
2025
Q1 | $264K | Buy |
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|
2024
Q4 | $298K | Sell |
|
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|
2024
Q3 | $359K | Buy |
|
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|
2024
Q2 | $182K | Sell |
|
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $528K | Buy |
|
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $550K | Buy |
|
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|
2023
Q1 | $406K | Sell |
|
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|
2022
Q4 | $444K | Buy |
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|
2022
Q3 | $422K | Buy |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $26.8M | Buy |
|
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|
2021
Q4 | $24.3M | Buy |
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|
2021
Q3 | $247K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $31M | Buy |
|