Wealth Architects’s United Microelectronic UMC Stock Holding History

Wealth Architects’s Portfolio UMC Stock Details UMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$115K	Buy	14,981 +16	+0.1%	+$122	0.01%	225
2025 Q1	$107K	Buy	14,965 +69	+0.5%	+$493	0.01%	228
2024 Q4	$96.7K	Hold	14,896	–	–	0.01%	214
2024 Q3	$125K	Sell	14,896 -171	-1%	-$1.44K	0.01%	212
2024 Q2	$132K	Sell	15,067 -53	-0.4%	-$464	0.02%	206
2024 Q1	$122K	Hold	15,120	–	–	0.02%	207
2023 Q4	$128K	Sell	15,120 -96	-0.6%	-$812	0.02%	196
2023 Q3	$107K	Sell	15,216 -65	-0.4%	-$459	0.02%	183
2023 Q2	$121K	Hold	15,281	–	–	0.02%	187
2023 Q1	$134K	Hold	15,281	–	–	0.02%	181
2022 Q4	$99.8K	Hold	15,281	–	–	0.02%	173
2022 Q3	$85K	Buy	15,281 +100	+0.7%	+$556	0.02%	167
2022 Q2	$103K	Sell	15,181 -6	-0%	-$41	0.02%	177
2022 Q1	$139K	Buy	15,187 +128	+0.8%	+$1.17K	0.02%	199
2021 Q4	$176K	Sell	15,059 -103	-0.7%	-$1.2K	0.03%	192
2021 Q3	$173K	Buy	15,162 +267	+2%	+$3.05K	0.03%	176
2021 Q2	$141K	Hold	14,895	–	–	0.03%	182
2021 Q1	$136K	Sell	14,895 -26	-0.2%	-$237	0.03%	162
2020 Q4	$126K	Sell	14,921 -94	-0.6%	-$794	0.03%	157
2020 Q3	$72K	Sell	15,015 -104	-0.7%	-$499	0.02%	144
2020 Q2	$40K	Buy	+15,119	New	+$40K	0.01%	139
2018 Q4	–	Sell	-28,942	Closed	-$75K	–	143
2018 Q3	$75K	Buy	28,942 +196	+0.7%	+$508	0.02%	133
2018 Q2	$81K	Hold	28,746	–	–	0.03%	128
2018 Q1	$74K	Hold	28,746	–	–	0.02%	126
2017 Q4	$69K	Hold	28,746	–	–	0.02%	132
2017 Q3	$72K	Hold	28,746	–	–	0.03%	126
2017 Q2	$70K	Hold	28,746	–	–	0.03%	120
2017 Q1	$55K	Buy	+28,746	New	+$55K	0.02%	122
2016 Q4	–	Sell	-15,039	Closed	-$27K	–	123
2016 Q3	$27K	Hold	15,039	–	–	0.01%	116
2016 Q2	$29K	Sell	15,039 -10,000	-40%	-$19.3K	0.01%	111
2016 Q1	$52K	Hold	25,039	–	–	0.03%	112
2015 Q4	$47K	Buy	25,039 +10,000	+66%	+$18.8K	0.02%	119
2015 Q3	$24K	Buy	+15,039	New	+$24K	0.01%	117