HoldCo Asset Management’s First United FUNC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $765K | Hold |
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|
2025
Q2 | $645K | Buy |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $477K | Hold |
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|
2023
Q4 | $489K | Hold |
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|
2023
Q3 | $338K | Hold |
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|
2023
Q2 | $297K | Hold |
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|
2023
Q1 | $351K | Sell |
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|
2022
Q4 | $1.71M | Hold |
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|
2022
Q3 | $1.44M | Hold |
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|
2022
Q2 | $1.64M | Hold |
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|
2022
Q1 | $1.97M | Hold |
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|
2021
Q4 | $1.65M | Hold |
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|
2021
Q3 | $1.62M | Hold |
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|
2021
Q2 | $1.52M | Hold |
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|
2021
Q1 | $1.54M | Hold |
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|
2020
Q4 | $1.35M | Buy |
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