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 |
|