HighTower Advisors’s Unity U Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.05M Sell
43,564
-35,167
-45% -$851K ﹤0.01% 1974
2025
Q1
$1.54M Sell
78,731
-9,286
-11% -$182K ﹤0.01% 1672
2024
Q4
$1.98M Sell
88,017
-8,242
-9% -$185K ﹤0.01% 1517
2024
Q3
$2.17M Sell
96,259
-21,904
-19% -$495K ﹤0.01% 1471
2024
Q2
$1.92M Sell
118,163
-20,588
-15% -$334K ﹤0.01% 1473
2024
Q1
$3.7M Buy
138,751
+21,366
+18% +$570K 0.01% 1101
2023
Q4
$4.78M Sell
117,385
-3,902
-3% -$159K 0.01% 989
2023
Q3
$3.81M Buy
121,287
+9,721
+9% +$306K 0.01% 1042
2023
Q2
$4.84M Sell
111,566
-5,345
-5% -$232K 0.01% 922
2023
Q1
$3.79M Buy
116,911
+12,870
+12% +$417K 0.01% 976
2022
Q4
$2.97M Buy
104,041
+803
+0.8% +$22.9K 0.01% 1069
2022
Q3
$3.29M Buy
103,238
+6,712
+7% +$214K 0.01% 981
2022
Q2
$3.54M Buy
96,526
+46,706
+94% +$1.71M 0.01% 966
2022
Q1
$4.93M Buy
49,820
+2,430
+5% +$241K 0.01% 893
2021
Q4
$6.78M Buy
47,390
+8,469
+22% +$1.21M 0.01% 753
2021
Q3
$4.92M Buy
38,921
+718
+2% +$90.7K 0.01% 826
2021
Q2
$4.2M Buy
38,203
+24,991
+189% +$2.75M 0.01% 876
2021
Q1
$1.33M Buy
13,212
+7,933
+150% +$799K ﹤0.01% 1408
2020
Q4
$809K Buy
+5,279
New +$809K ﹤0.01% 1361