MAI Capital Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $843K | Sell |
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|
2025
Q2 | $512K | Sell |
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|
2025
Q1 | $418K | Sell |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $445K | Buy |
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|
2024
Q1 | $420K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $414K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $271K | Buy |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $225K | Buy |
|