Synergy Financial Group’s Udemy UDMY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$133K Hold
18,959
0.1% 112
2025
Q1
$147K Sell
18,959
-994
-5% -$7.71K 0.13% 108
2024
Q4
$164K Hold
19,953
0.14% 101
2024
Q3
$148K Hold
19,953
0.14% 94
2024
Q2
$172K Sell
19,953
-2,216
-10% -$19.1K 0.18% 82
2024
Q1
$243K Sell
22,169
-2,770
-11% -$30.4K 0.27% 71
2023
Q4
$367K Sell
24,939
-6,728
-21% -$99.1K 0.45% 48
2023
Q3
$301K Sell
31,667
-3,958
-11% -$37.6K 0.42% 53
2023
Q2
$382K Buy
+35,625
New +$382K 0.52% 45