Waldron Private Wealth’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-17,617
| Closed | -$114K | – | 425 |
|
|
2024
Q4 | $114K | Sell |
17,617
-6,346
| -26% | -$41.2K | ﹤0.01% | 406 |
|
|
2024
Q3 | $202K | Buy |
23,963
+8,500
| +55% | +$71.6K | 0.01% | 402 |
|
|
2024
Q2 | $135K | Buy |
15,463
+944
| +7% | +$8.27K | 0.01% | 401 |
|
|
2024
Q1 | $117K | Sell |
14,519
-1,905
| -12% | -$15.4K | 0.01% | 411 |
|
|
2023
Q4 | $139K | Buy |
16,424
+189
| +1% | +$1.6K | 0.01% | 398 |
|
|
2023
Q3 | $115K | Buy |
16,235
+5,457
| +51% | +$38.5K | 0.01% | 366 |
|
|
2023
Q2 | $91.2K | Sell |
10,778
-3,909
| -27% | -$33.1K | ﹤0.01% | 364 |
|
|
2023
Q1 | $129K | Buy |
+14,687
| New | +$129K | 0.01% | 402 |
|