J. Goldman & Co’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.38M | Buy |
263,482
+140,284
| +114% | +$3.39M | 0.15% | 136 |
|
|
2025
Q1 | $2.41M | Sell |
123,198
-527,372
| -81% | -$10.3M | 0.06% | 182 |
|
|
2024
Q4 | $14.6M | Buy |
+650,570
| New | +$14.6M | 0.38% | 67 |
|
|
2023
Q2 | – | Sell |
-12,318
| Closed | -$400K | – | 376 |
|
|
2023
Q1 | $400K | Buy |
+12,318
| New | +$400K | 0.02% | 194 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 370 |
|