HB 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 | – | Sell |
-111,563
| Closed | -$2.19M | – | 1273 |
|
|
2025
Q1 | $2.19M | Buy |
111,563
+3,775
| +4% | +$74K | 0.02% | 353 |
|
|
2024
Q4 | $2.42M | Buy |
107,788
+405
| +0.4% | +$9.1K | 0.02% | 251 |
|
|
2024
Q3 | $2.43M | Buy |
107,383
+1,181
| +1% | +$26.7K | 0.03% | 247 |
|
|
2024
Q2 | $1.73M | Buy |
106,202
+48,110
| +83% | +$782K | 0.02% | 284 |
|
|
2024
Q1 | $1.55M | Buy |
+58,092
| New | +$1.55M | 0.02% | 289 |
|