Wealthfront Advisers’s UDR UDR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $331K | Sell |
9,791
-24
| -0.2% | -$881 | ﹤0.01% | 917 |
|
|
2025
Q4 | $360K | Sell |
9,815
-118
| -1% | -$4.2K | ﹤0.01% | 887 |
|
|
2025
Q3 | $370K | Sell |
9,933
-63,106
| -86% | -$2.46M | ﹤0.01% | 863 |
|
|
2025
Q2 | $2.98M | Sell |
73,039
-1,446
| -2% | -$59.9K | 0.01% | 480 |
|
|
2025
Q1 | $3.36M | Buy |
74,485
+13,212
| +22% | +$566K | 0.01% | 430 |
|
|
2024
Q4 | $2.66M | Buy |
61,273
+15,442
| +34% | +$683K | 0.01% | 459 |
|
|
2024
Q3 | $2.08M | Buy |
45,831
+1,910
| +4% | +$81.8K | 0.01% | 492 |
|
|
2024
Q2 | $1.81M | Buy |
43,921
+35,580
| +427% | +$1.37M | 0.01% | 510 |
|
|
2024
Q1 | $312K | Buy |
8,341
+1,206
| +17% | +$44.4K | ﹤0.01% | 797 |
|
|
2023
Q4 | $273K | Buy |
7,135
+9
| +0.1% | +$313 | ﹤0.01% | 805 |
|
|
2023
Q3 | $254K | Sell |
7,126
-264
| -4% | -$10.5K | ﹤0.01% | 786 |
|
|
2023
Q2 | $317K | Buy |
7,390
+598
| +9% | +$24.6K | ﹤0.01% | 752 |
|
|
2023
Q1 | $279K | Buy |
+6,792
| New | +$281K | ﹤0.01% | 760 |
|
|
2022
Q4 | – | Sell |
-6,015
| Closed | -$251K | – | 800 |
|
|
2022
Q3 | $251K | Sell |
6,015
-400
| -6% | -$18.4K | ﹤0.01% | 720 |
|
|
2022
Q2 | $295K | Sell |
6,415
-17,973
| -74% | -$906K | ﹤0.01% | 688 |
|
|
2022
Q1 | $1.4M | Buy |
24,388
+16,703
| +217% | +$948K | 0.01% | 475 |
|
|
2021
Q4 | $461K | Buy |
7,685
+2,039
| +36% | +$115K | ﹤0.01% | 609 |
|
|
2021
Q3 | $299K | Buy |
5,646
+921
| +19% | +$49.2K | ﹤0.01% | 619 |
|
|
2021
Q2 | $231K | Buy |
+4,725
| New | +$222K | ﹤0.01% | 602 |
|
|
2020
Q3 | – | Sell |
-9,865
| Closed | -$369K | – | 515 |
|
|
2020
Q2 | $369K | Sell |
9,865
-17,900
| -64% | -$668K | ﹤0.01% | 425 |
|
|
2020
Q1 | $1.01M | Buy |
27,765
+3,592
| +15% | +$163K | 0.01% | 290 |
|
|
2019
Q4 | $1.13M | Buy |
24,173
+1,625
| +7% | +$78K | 0.01% | 297 |
|
|
2019
Q3 | $1.09M | Buy |
22,548
+1,150
| +5% | +$54.2K | 0.01% | 275 |
|
|
2019
Q2 | $961K | Sell |
21,398
-2,355
| -10% | -$106K | 0.01% | 284 |
|
|
2019
Q1 | $1.08M | Buy |
23,753
+2,856
| +14% | +$124K | 0.01% | 243 |
|
|
2018
Q4 | $828K | Buy |
+20,897
| New | +$844K | 0.01% | 274 |
|
Other funds holding UDR
VPM
VCM
CIM