TCV Trust & Wealth Management’s UDR UDR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$361K Hold
2025
Q1
$399K Buy
2024
Q4
$243K Hold
2024
Q3
$253K Buy
2024
Q2
$213K Buy
2024
Q1
Sell
2023
Q4
$217K Buy
2023
Q3
$200K Buy
2019
Q2
Sell
2019
Q1
$245K Hold
2018
Q4
$214K Sell
2018
Q3
$219K Hold
2018
Q2
$203K Sell
2018
Q1
$210K Hold
2017
Q4
$228K Sell
2017
Q3
$228K Sell
2017
Q2
$269K Hold
2017
Q1
$250K Buy
2015
Q2
Sell
2015
Q1
$200K Buy