Pinnacle Wealth Planning Services’s United Microelectronic UMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$197K Sell
25,754
-7,262
-22% -$55.6K 0.03% 426
2025
Q1
$236K Sell
33,016
-104
-0.3% -$744 0.04% 317
2024
Q4
$215K Sell
33,120
-36,228
-52% -$235K 0.03% 342
2024
Q3
$584K Sell
69,348
-99
-0.1% -$834 0.08% 164
2024
Q2
$608K Buy
69,447
+24
+0% +$210 0.09% 148
2024
Q1
$562K Hold
69,423
0.08% 167
2023
Q4
$587K Sell
69,423
-1,848
-3% -$15.6K 0.09% 149
2023
Q3
$503K Buy
71,271
+3,861
+6% +$27.3K 0.08% 161
2023
Q2
$532K Sell
67,410
-1,154
-2% -$9.11K 0.09% 158
2023
Q1
$601K Sell
68,564
-1,843
-3% -$16.1K 0.1% 147
2022
Q4
$460K Buy
70,407
+33,074
+89% +$216K 0.08% 178
2022
Q3
$208K Sell
37,333
-14,962
-29% -$83.4K 0.04% 316
2022
Q2
$354K Buy
52,295
+19,287
+58% +$131K 0.06% 207
2022
Q1
$301K Buy
33,008
+3,471
+12% +$31.7K 0.05% 269
2021
Q4
$346K Buy
29,537
+550
+2% +$6.44K 0.07% 232
2021
Q3
$331K Buy
28,987
+173
+0.6% +$1.98K 0.07% 219
2021
Q2
$272K Buy
28,814
+351
+1% +$3.31K 0.06% 246
2021
Q1
$259K Buy
28,463
+590
+2% +$5.37K 0.07% 237
2020
Q4
$235K Sell
27,873
-14,057
-34% -$119K 0.06% 246
2020
Q3
$201K Hold
41,930
0.07% 241
2020
Q2
$111K Buy
41,930
+16,334
+64% +$43.2K 0.04% 247
2020
Q1
$55K Buy
25,596
+6,670
+35% +$14.3K 0.03% 225
2019
Q4
$50K Buy
18,926
+3,339
+21% +$8.82K 0.02% 241
2019
Q3
$32K Buy
+15,587
New +$32K 0.02% 205