Medallion Wealth Advisors, LLC’s UDR UDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$285K Hold
2025
Q4
$310K Hold
2025
Q3
$315K Hold
2025
Q2
$345K Hold
2025
Q1
$382K Hold
2024
Q4
$367K Buy