HB Wealth Management’s Unity U Stock Holding History

HB Wealth Management’s Portfolio U Stock Details U Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.84M	Buy
2025 Q2	–	Sell
2025 Q1	$2.19M	Buy
2024 Q4	$2.42M	Buy
2024 Q3	$2.43M	Buy
2024 Q2	$1.73M	Buy
2024 Q1	$1.55M	Buy