Geneos Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.49K | Sell |
227
-106
| -32% | -$2.57K | ﹤0.01% | 2547 |
|
|
2025
Q1 | $6.52K | Buy |
333
+222
| +200% | +$4.35K | ﹤0.01% | 2689 |
|
|
2024
Q4 | $2.49K | Hold |
111
| – | – | ﹤0.01% | 2540 |
|
|
2024
Q3 | $2.51K | Hold |
111
| – | – | ﹤0.01% | 2246 |
|
|
2024
Q2 | $1.81K | Hold |
111
| – | – | ﹤0.01% | 1906 |
|
|
2024
Q1 | $2.96K | Sell |
111
-593
| -84% | -$15.8K | ﹤0.01% | 1814 |
|
|
2023
Q4 | $28.8K | Sell |
704
-1,220
| -63% | -$49.9K | ﹤0.01% | 1240 |
|
|
2023
Q3 | $60.4K | Sell |
1,924
-48
| -2% | -$1.51K | ﹤0.01% | 1026 |
|
|
2023
Q2 | $85.6K | Buy |
1,972
+351
| +22% | +$15.2K | ﹤0.01% | 915 |
|
|
2023
Q1 | $52.6K | Buy |
1,621
+527
| +48% | +$17.1K | ﹤0.01% | 1063 |
|
|
2022
Q4 | $31.3K | Buy |
1,094
+157
| +17% | +$4.49K | ﹤0.01% | 1208 |
|
|
2022
Q3 | $29K | Sell |
937
-25
| -3% | -$774 | ﹤0.01% | 1210 |
|
|
2022
Q2 | $36K | Sell |
962
-15
| -2% | -$561 | ﹤0.01% | 1427 |
|
|
2022
Q1 | $96K | Buy |
977
+417
| +74% | +$41K | ﹤0.01% | 1112 |
|
|
2021
Q4 | $80K | Buy |
560
+260
| +87% | +$37.1K | ﹤0.01% | 1261 |
|
|
2021
Q3 | $37K | Sell |
300
-10
| -3% | -$1.23K | ﹤0.01% | 1640 |
|
|
2021
Q2 | $32K | Sell |
310
-220
| -42% | -$22.7K | ﹤0.01% | 1690 |
|
|
2021
Q1 | $53K | Buy |
530
+155
| +41% | +$15.5K | ﹤0.01% | 1600 |
|
|
2020
Q4 | $29K | Buy |
+375
| New | +$29K | ﹤0.01% | 1717 |
|