Heritage Wealth Advisors’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $742K | Hold |
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|
2025
Q2 | $813K | Hold |
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|
2025
Q1 | $899K | Hold |
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|
2024
Q4 | $864K | Hold |
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|
2024
Q3 | $903K | Hold |
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|
2024
Q2 | $819K | Sell |
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|
2024
Q1 | $757K | Buy |
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|
2023
Q4 | $773K | Sell |
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|
2023
Q3 | $2.26M | Hold |
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|
2023
Q2 | $2.72M | Hold |
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|
2023
Q1 | $2.6M | Hold |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $2.65M | Sell |
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|
2022
Q2 | $2.94M | Sell |
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|
2022
Q1 | $3.66M | Sell |
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|
2021
Q4 | $4.06M | Sell |
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|
2021
Q3 | $4.07M | Hold |
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|
2021
Q2 | $3.76M | Hold |
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|
2021
Q1 | $3.37M | Hold |
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|
2020
Q4 | $2.95M | Hold |
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|
2020
Q3 | $2.5M | Hold |
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|
2020
Q2 | $2.87M | Buy |
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|
2020
Q1 | $2.53M | Sell |
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|
2019
Q4 | $3.29M | Hold |
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|
2019
Q3 | $3.41M | Hold |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $737K | Sell |
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|
2018
Q4 | $685K | Hold |
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|
2018
Q3 | $699K | Buy |
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|
2018
Q2 | $609K | Hold |
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|
2018
Q1 | $577K | Sell |
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|
2017
Q4 | $635K | Buy |
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|
2017
Q3 | $617K | Hold |
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|
2017
Q2 | $632K | Hold |
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|
2017
Q1 | $588K | Hold |
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|
2016
Q4 | $591K | Hold |
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|
2016
Q3 | $583K | Hold |
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|
2016
Q2 | $599K | Hold |
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|
2016
Q1 | $625K | Hold |
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|
2015
Q4 | $609K | Hold |
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|
2015
Q3 | $559K | Hold |
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|
2015
Q2 | $519K | Hold |
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|
2015
Q1 | $552K | Hold |
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|
2014
Q4 | $500K | Hold |
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|
2014
Q3 | $442K | Hold |
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|
2014
Q2 | $464K | Hold |
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|
2014
Q1 | $419K | Sell |
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|
2013
Q4 | $387K | Buy |
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