Zurich Cantonal Bank’s Unity U Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.34M | Buy |
55,404
+6,540
| +13% | +$158K | ﹤0.01% | 1083 |
|
2025
Q1 | $957K | Sell |
48,864
-6,914
| -12% | -$135K | ﹤0.01% | 1194 |
|
2024
Q4 | $1.25M | Buy |
55,778
+1,987
| +4% | +$44.6K | ﹤0.01% | 1080 |
|
2024
Q3 | $1.22M | Buy |
53,791
+5,522
| +11% | +$125K | ﹤0.01% | 1032 |
|
2024
Q2 | $785K | Buy |
48,269
+165
| +0.3% | +$2.68K | ﹤0.01% | 1193 |
|
2024
Q1 | $1.28M | Sell |
48,104
-1,209
| -2% | -$32.3K | ﹤0.01% | 942 |
|
2023
Q4 | $2.02M | Buy |
49,313
+6,281
| +15% | +$257K | 0.01% | 736 |
|
2023
Q3 | $1.35M | Sell |
43,032
-49
| -0.1% | -$1.54K | 0.01% | 837 |
|
2023
Q2 | $1.87M | Buy |
43,081
+4,062
| +10% | +$176K | 0.01% | 723 |
|
2023
Q1 | $1.27M | Sell |
39,019
-86
| -0.2% | -$2.79K | 0.01% | 812 |
|
2022
Q4 | $1.12M | Buy |
39,105
+482
| +1% | +$13.8K | 0.01% | 836 |
|
2022
Q3 | $1.23M | Buy |
38,623
+5,535
| +17% | +$176K | 0.01% | 787 |
|
2022
Q2 | $1.22M | Buy |
33,088
+21,553
| +187% | +$793K | 0.01% | 792 |
|
2022
Q1 | $1.14M | Sell |
11,535
-169
| -1% | -$16.8K | 0.01% | 887 |
|
2021
Q4 | $1.67M | Sell |
11,704
-9,959
| -46% | -$1.42M | 0.01% | 800 |
|
2021
Q3 | $2.74M | Sell |
21,663
-79
| -0.4% | -$9.97K | 0.01% | 678 |
|
2021
Q2 | $2.39M | Buy |
+21,742
| New | +$2.39M | 0.01% | 676 |
|