Rockefeller Capital 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 | $1.03M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $517K | Sell |
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|
2023
Q3 | $417K | Sell |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $212K | Sell |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $382K | Buy |
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|
2022
Q1 | $553K | Sell |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $423K | Buy |
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|
2021
Q2 | $89K | Buy |
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|
2021
Q1 | $70K | Buy |
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|
2020
Q4 | $26K | Buy |
|