Private Trust Company’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.6K | Buy |
1,083
+10
| +0.9% | +$367 | ﹤0.01% | 1436 |
|
|
2025
Q4 | $39.4K | Sell |
1,073
-8
| -0.7% | -$285 | ﹤0.01% | 1377 |
|
|
2025
Q3 | $40.3K | Sell |
1,081
-14
| -1% | -$546 | ﹤0.01% | 1365 |
|
|
2025
Q2 | $44.7K | Buy |
1,095
+9
| +0.8% | +$373 | ﹤0.01% | 1266 |
|
|
2025
Q1 | $49.1K | Hold |
1,086
| – | – | 0.01% | 1205 |
|
|
2024
Q4 | $47.1K | Hold |
1,086
| – | – | ﹤0.01% | 1192 |
|
|
2024
Q3 | $49.2K | Sell |
1,086
-13
| -1% | -$557 | 0.01% | 1144 |
|
|
2024
Q2 | $45.2K | Buy |
1,099
+13
| +1% | +$501 | ﹤0.01% | 1153 |
|
|
2024
Q1 | $40.6K | Buy |
1,086
+19
| +2% | +$699 | ﹤0.01% | 1177 |
|
|
2023
Q4 | $40.9K | Buy |
1,067
+1
| +0.1% | +$35 | ﹤0.01% | 1131 |
|
|
2023
Q3 | $38K | Sell |
1,066
-39
| -4% | -$1.55K | 0.01% | 1118 |
|
|
2023
Q2 | $47.5K | Sell |
1,105
-84
| -7% | -$3.46K | 0.01% | 1052 |
|
|
2023
Q1 | $48.8K | Hold |
1,189
| – | – | 0.01% | 1006 |
|
|
2022
Q4 | $46K | Buy |
1,189
+55
| +5% | +$2.17K | 0.01% | 989 |
|
|
2022
Q3 | $47K | Hold |
1,134
| – | – | 0.01% | 908 |
|
|
2022
Q2 | $52K | Buy |
+1,134
| New | +$57.2K | 0.01% | 908 |
|
|
2014
Q4 | – | Sell |
-1,412
| Closed | -$38K | – | 1128 |
|
|
2014
Q3 | $38K | Hold |
1,412
| – | – | 0.01% | 632 |
|
|
2014
Q2 | $40K | Hold |
1,412
| – | – | 0.01% | 635 |
|
|
2014
Q1 | $36K | Hold |
1,412
| – | – | 0.01% | 579 |
|
|
2013
Q4 | $33K | Hold |
1,412
| – | – | 0.01% | 555 |
|
|
2013
Q3 | $33K | Hold |
1,412
| – | – | 0.01% | 527 |
|
|
2013
Q2 | $36K | Buy |
+1,412
| New | +$35K | 0.02% | 479 |
|
Other funds holding UDR
VPM
VCM
CIM