SVB Wealth’s United Microelectronic UMC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-32,723	Closed	-$212K	–	1782
2024 Q4	$212K	Buy	+32,723	New	+$234K	﹤0.01%	665
2024 Q3	–	Sell	-42,088	Closed	-$369K	–	574
2024 Q2	$369K	Buy	42,088 +185	+0.4%	+$1.53K	0.01%	500
2024 Q1	$339K	Sell	41,903 -16,250	-28%	-$129K	0.01%	592
2023 Q4	$492K	Sell	58,153 -4,895	-8%	-$37.3K	0.01%	480
2023 Q3	$445K	Buy	63,048 +5,530	+10%	+$40.1K	0.01%	485
2023 Q2	$454K	Sell	57,518 -558	-1%	-$4.6K	0.01%	519
2023 Q1	$509K	Buy	58,076 +5,889	+11%	+$47.7K	0.01%	529
2022 Q4	$341K	Buy	52,187 +10,803	+26%	+$71.5K	﹤0.01%	691
2022 Q3	$230K	Sell	41,384 -3,537	-8%	-$23.3K	﹤0.01%	793
2022 Q2	$303K	Buy	44,921 +319	+0.7%	+$2.62K	﹤0.01%	562
2022 Q1	$407K	Sell	44,602 -4,318	-9%	-$42.8K	0.01%	495
2021 Q4	$572K	Sell	48,920 -62,588	-56%	-$696K	0.01%	417
2021 Q3	$1.27M	Buy	111,508 +6,454	+6%	+$69.3K	0.02%	339
2021 Q2	$993K	Sell	105,054 -7,409	-7%	-$69.4K	0.01%	386
2021 Q1	$1.02M	Buy	112,463 +6,535	+6%	+$60.4K	0.01%	347
2020 Q4	$893K	Buy	105,928 +43,457	+70%	+$283K	0.01%	349
2020 Q3	$299K	Buy	62,471 +29,253	+88%	+$109K	﹤0.01%	526
2020 Q2	$88K	Sell	33,218 -9,852	-23%	-$24.8K	﹤0.01%	584
2020 Q1	$93K	Buy	+43,070	New	+$109K	﹤0.01%	500