Whittier Trust’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 | $15.8M | Hold |
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|
2025
Q2 | $10.1M | Hold |
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|
2025
Q1 | $8.18M | Sell |
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|
2024
Q4 | $9.54M | Hold |
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|
2024
Q3 | $9.61M | Hold |
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|
2024
Q2 | $6.91M | Buy |
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|
2024
Q1 | $8.8M | Hold |
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|
2023
Q4 | $13.5M | Sell |
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|
2023
Q3 | $10.5M | Hold |
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|
2023
Q2 | $14.5M | Hold |
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|
2023
Q1 | $10.8M | Sell |
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|
2022
Q4 | $9.54M | Buy |
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|
2022
Q3 | $10.6M | Sell |
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|
2022
Q2 | $12.3M | Hold |
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|
2022
Q1 | $33.1M | Buy |
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|
2021
Q4 | $35.5M | Buy |
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|
2021
Q3 | $22.8M | Buy |
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|
2021
Q2 | $16.8M | Buy |
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|
2021
Q1 | $1.52M | Buy |
|