Freestone Capital Holdings’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
$467K Sell
2025
Q2
$314K Buy
2025
Q1
$250K Sell
2024
Q4
$341K Sell
2024
Q3
$391K Sell
2024
Q2
$359K Sell
2024
Q1
$593K Sell
2023
Q4
$921K Sell
2023
Q3
$714K Buy
2023
Q2
$953K Sell
2023
Q1
$738K Sell
2022
Q4
$826K Buy
2022
Q3
$329K Buy
2022
Q2
$373K Sell
2022
Q1
$1.02M Buy
2021
Q4
$1.43M Sell
2021
Q3
$2.02M Sell
2021
Q2
$1.87M Buy