GeoWealth 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 | $1.32M | Buy |
32,354
+1,771
| +6% | +$72.3K | 0.05% | 209 |
|
|
2025
Q1 | $1.38M | Buy |
30,583
+5
| +0% | +$226 | 0.06% | 209 |
|
|
2024
Q4 | $1.33M | Buy |
30,578
+5,421
| +22% | +$235K | 0.04% | 245 |
|
|
2024
Q3 | $1.14M | Buy |
25,157
+13
| +0.1% | +$589 | 0.04% | 275 |
|
|
2024
Q2 | $1.03M | Buy |
25,144
+4,539
| +22% | +$187K | 0.05% | 265 |
|
|
2024
Q1 | $771K | Buy |
+20,605
| New | +$771K | 0.03% | 343 |
|