Walter & Keenan Wealth Management’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $400K | Sell |
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|
2025
Q2 | $664K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $611K | Buy |
|
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|
2024
Q3 | $614K | Sell |
|
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|
2024
Q2 | $442K | Sell |
|
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|
2024
Q1 | $727K | Hold |
|
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|
2023
Q4 | $1.11M | Sell |
|
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|
2023
Q3 | $855K | Hold |
|
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|
2023
Q2 | $1.18M | Buy |
|
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|
2023
Q1 | $883K | Hold |
|
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|
2022
Q4 | $778K | Sell |
|
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|
2022
Q3 | $869K | Hold |
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|
2022
Q2 | $1M | Sell |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $4.25M | Sell |
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|
2021
Q3 | $3.83M | Buy |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $2.02M | Buy |
|