Summit Trail Advisors’s Udemy UDMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Buy |
+220,874
| New | +$1.55M | 0.03% | 333 |
|
|
2024
Q4 | – | Sell |
-366,795
| Closed | -$2.73M | – | 746 |
|
|
2024
Q3 | $2.73M | Buy |
366,795
+331,521
| +940% | +$2.47M | 0.07% | 127 |
|
|
2024
Q2 | $304K | Sell |
35,274
-89
| -0.3% | -$768 | 0.01% | 487 |
|
|
2024
Q1 | $388K | Buy |
35,363
+16,798
| +90% | +$184K | 0.01% | 397 |
|
|
2023
Q4 | $273K | Buy |
+18,565
| New | +$273K | 0.01% | 421 |
|
|
2023
Q3 | – | Sell |
-17,521
| Closed | -$188K | – | 578 |
|
|
2023
Q2 | $188K | Buy |
+17,521
| New | +$188K | 0.01% | 493 |
|
|
2023
Q1 | – | Sell |
-19,426
| Closed | -$205K | – | 438 |
|
|
2022
Q4 | $205K | Sell |
19,426
-314,680
| -94% | -$3.32M | 0.01% | 357 |
|
|
2022
Q3 | $4.04M | Buy |
+334,106
| New | +$4.04M | 0.22% | 51 |
|