Geneos Wealth Management’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.17K | Sell |
200
-100
| -33% | -$4.08K | ﹤0.01% | 2398 |
|
|
2025
Q1 | $13.6K | Sell |
300
-51
| -15% | -$2.3K | ﹤0.01% | 2473 |
|
|
2024
Q4 | $15.2K | Hold |
351
| – | – | ﹤0.01% | 1857 |
|
|
2024
Q3 | $15.9K | Buy |
351
+251
| +251% | +$11.4K | ﹤0.01% | 1646 |
|
|
2024
Q2 | $4.12K | Hold |
100
| – | – | ﹤0.01% | 1766 |
|
|
2024
Q1 | $3.74K | Hold |
100
| – | – | ﹤0.01% | 1773 |
|
|
2023
Q4 | $3.83K | Hold |
100
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q3 | $3.57K | Hold |
100
| – | – | ﹤0.01% | 1829 |
|
|
2023
Q2 | $4.3K | Hold |
100
| – | – | ﹤0.01% | 1778 |
|
|
2023
Q1 | $4.11K | Hold |
100
| – | – | ﹤0.01% | 1777 |
|
|
2022
Q4 | $3.87K | Hold |
100
| – | – | ﹤0.01% | 1764 |
|
|
2022
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 1753 |
|
|
2022
Q2 | $4K | Sell |
100
-8
| -7% | -$320 | ﹤0.01% | 2282 |
|
|
2022
Q1 | $6K | Buy |
108
+8
| +8% | +$444 | ﹤0.01% | 2295 |
|
|
2021
Q4 | $5K | Sell |
100
-2
| -2% | -$100 | ﹤0.01% | 2420 |
|
|
2021
Q3 | $5K | Hold |
102
| – | – | ﹤0.01% | 2474 |
|
|
2021
Q2 | $5K | Sell |
102
-1,053
| -91% | -$51.6K | ﹤0.01% | 2469 |
|
|
2021
Q1 | $53K | Sell |
1,155
-2
| -0.2% | -$92 | ﹤0.01% | 1601 |
|
|
2020
Q4 | $4K | Buy |
1,157
+1,057
| +1,057% | +$3.65K | ﹤0.01% | 2566 |
|
|
2020
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 2345 |
|
|
2020
Q2 | $3K | Sell |
100
-563
| -85% | -$16.9K | ﹤0.01% | 2306 |
|
|
2020
Q1 | $25K | Hold |
663
| – | – | ﹤0.01% | 1424 |
|
|
2019
Q4 | $30K | Hold |
663
| – | – | ﹤0.01% | 1509 |
|
|
2019
Q3 | $32K | Buy |
663
+447
| +207% | +$21.6K | ﹤0.01% | 1399 |
|
|
2019
Q2 | $9K | Hold |
216
| – | – | ﹤0.01% | 1952 |
|
|
2019
Q1 | $9K | Hold |
216
| – | – | ﹤0.01% | 1880 |
|
|
2018
Q4 | $8K | Hold |
216
| – | – | ﹤0.01% | 1855 |
|
|
2018
Q3 | $8K | Hold |
216
| – | – | ﹤0.01% | 1936 |
|
|
2018
Q2 | $8K | Sell |
216
-1,260
| -85% | -$46.7K | ﹤0.01% | 1804 |
|
|
2018
Q1 | $52K | Hold |
1,476
| – | – | ﹤0.01% | 982 |
|
|
2017
Q4 | $56K | Buy |
1,476
+216
| +17% | +$8.2K | 0.01% | 956 |
|
|
2017
Q3 | $47K | Hold |
1,260
| – | – | ﹤0.01% | 979 |
|
|
2017
Q2 | $49K | Hold |
1,260
| – | – | 0.01% | 927 |
|
|
2017
Q1 | $45K | Hold |
1,260
| – | – | ﹤0.01% | 933 |
|
|
2016
Q4 | $45K | Hold |
1,260
| – | – | 0.01% | 877 |
|
|
2016
Q3 | $45K | Hold |
1,260
| – | – | 0.01% | 858 |
|
|
2016
Q2 | $46K | Hold |
1,260
| – | – | 0.01% | 844 |
|
|
2016
Q1 | $48K | Buy |
+1,260
| New | +$48K | 0.01% | 813 |
|