Oppenheimer Asset 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 | $423K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $365K | Buy |
|
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|
2023
Q1 | $271K | Buy |
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|
2022
Q4 | $235K | Sell |
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|
2022
Q3 | $262K | Sell |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $1.89M | Buy |
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|
2021
Q2 | $1.63M | Buy |
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|
2021
Q1 | $1.43M | Buy |
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|
2020
Q4 | $518K | Buy |
|