Stansberry Asset Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-18,437
| Closed | -$361K | – | 145 |
|
|
2025
Q1 | $361K | Sell |
18,437
-8,942
| -33% | -$175K | 0.04% | 121 |
|
|
2024
Q4 | $615K | Sell |
27,379
-2,281
| -8% | -$51.3K | 0.08% | 105 |
|
|
2024
Q3 | $671K | Sell |
29,660
-1,967
| -6% | -$44.5K | 0.08% | 107 |
|
|
2024
Q2 | $514K | Sell |
31,627
-1,794
| -5% | -$29.2K | 0.07% | 112 |
|
|
2024
Q1 | $892K | Sell |
33,421
-3,077
| -8% | -$82.2K | 0.12% | 106 |
|
|
2023
Q4 | $1.49M | Sell |
36,498
-3,778
| -9% | -$154K | 0.25% | 83 |
|
|
2023
Q3 | $1.26M | Sell |
40,276
-24,207
| -38% | -$760K | 0.22% | 89 |
|
|
2023
Q2 | $2.8M | Buy |
64,483
+28,053
| +77% | +$1.22M | 0.51% | 65 |
|
|
2023
Q1 | $1.18M | Sell |
36,430
-6,764
| -16% | -$219K | 0.23% | 79 |
|
|
2022
Q4 | $1.23M | Buy |
+43,194
| New | +$1.23M | 0.26% | 65 |
|