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 |
|