WBC
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West Branch Capital’s UDR UDR Stock Holding History

West Branch Capital’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3
Closed -$136 – 534
2025
Q1 		$136 Hold
3
– – ﹤0.01% 498
2024
Q4 		$131 Hold
3
– – ﹤0.01% 511
2024
Q3 		$137 Buy
+3
New +$137 ﹤0.01% 505