HM Payson & Co’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $9.01K | Hold |
460
| – | – | ﹤0.01% | 866 |
|
|
2024
Q4 | $10.3K | Hold |
460
| – | – | ﹤0.01% | 838 |
|
|
2024
Q3 | $10.4K | Hold |
460
| – | – | ﹤0.01% | 834 |
|
|
2024
Q2 | $7.48K | Hold |
460
| – | – | ﹤0.01% | 860 |
|
|
2024
Q1 | $12.3K | Hold |
460
| – | – | ﹤0.01% | 802 |
|
|
2023
Q4 | $18.8K | Hold |
460
| – | – | ﹤0.01% | 747 |
|
|
2023
Q3 | $14.4K | Hold |
460
| – | – | ﹤0.01% | 776 |
|
|
2023
Q2 | $20K | Hold |
460
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $14.9K | Hold |
460
| – | – | ﹤0.01% | 759 |
|
|
2022
Q4 | $13.2K | Hold |
460
| – | – | ﹤0.01% | 725 |
|
|
2022
Q3 | $15K | Buy |
+460
| New | +$15K | ﹤0.01% | 743 |
|