Oak Thistle LLC’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
+29,311
| New | +$709K | 0.1% | 320 |
|
|
2024
Q4 | – | Sell |
-29,380
| Closed | -$665K | – | 556 |
|
|
2024
Q3 | $665K | Buy |
+29,380
| New | +$665K | 0.22% | 190 |
|
|
2024
Q1 | – | Sell |
-24,246
| Closed | -$991K | – | 515 |
|
|
2023
Q4 | $991K | Buy |
+24,246
| New | +$991K | 0.28% | 128 |
|
|
2023
Q3 | – | Sell |
-8,978
| Closed | -$390K | – | 613 |
|
|
2023
Q2 | $390K | Sell |
8,978
-4,062
| -31% | -$176K | 0.21% | 211 |
|
|
2023
Q1 | $423K | Buy |
+13,040
| New | +$423K | 0.25% | 184 |
|