Game Plan Financial Advisors’s Urgent.ly ULY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$179 Hold
2025
Q1
$131 Sell
2024
Q4
$165 Hold
2024
Q3
$235 Hold
2024
Q2
$593 Hold
2024
Q1
$649 Hold
2023
Q4
$1.09K Buy