Union Heritage Capital’s NewMarket NEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.98M | Hold |
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|
2025
Q2 | $3.32M | Hold |
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|
2025
Q1 | $2.72M | Hold |
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|
2024
Q4 | $2.54M | Hold |
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|
2024
Q3 | $2.65M | Hold |
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|
2024
Q2 | $2.48M | Hold |
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|
2024
Q1 | $3.05M | Buy |
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|
2023
Q4 | $2.18M | Hold |
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|
2023
Q3 | $1.82M | Hold |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.57M | Hold |
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|
2022
Q3 | $1.51M | Hold |
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|
2022
Q2 | $1.51M | Hold |
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|
2022
Q1 | $1.62M | Hold |
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|
2021
Q4 | $1.71M | Hold |
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|
2021
Q3 | $1.69M | Hold |
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|
2021
Q2 | $1.61M | Sell |
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|
2021
Q1 | $2.29M | Buy |
|