Vantage Financial Partners (Wisconsin)’s United Bancorp UBCP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Hold |
44,270
| – | – | 0.15% | 96 |
|
|
2025
Q1 | $594K | Hold |
44,270
| – | – | 0.15% | 91 |
|
|
2024
Q4 | $570K | Hold |
44,270
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $581K | Hold |
44,270
| – | – | 0.14% | 96 |
|
|
2024
Q2 | $556K | Hold |
44,270
| – | – | 0.14% | 79 |
|
|
2024
Q1 | $641K | Hold |
44,270
| – | – | 0.17% | 66 |
|
|
2023
Q4 | $564K | Buy |
44,270
+9,258
| +26% | +$118K | 0.17% | 63 |
|
|
2023
Q3 | $404K | Buy |
35,012
+742
| +2% | +$8.57K | 0.16% | 47 |
|
|
2023
Q2 | $409K | Hold |
34,270
| – | – | 0.15% | 48 |
|
|
2023
Q1 | $497K | Buy |
+34,270
| New | +$497K | 0.2% | 44 |
|