Number of Shares
5,142
Previous 4,682 9.82%
Holding current value
$526 Million
Previous $363 Million 45.02%
% of portfolio
0.56%
Previous 0.43%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025

BUY
N/A
460 Added 9.82%
5,142 $526 Million
Q1 2025

Apr 25, 2025

SELL
N/A
-1,022 Reduced 17.92%
4,682 $363 Million
Q4 2024

Feb 06, 2025

BUY
N/A
5,704 New
5,704 $630 Million
Track This Portfolio

Track Unified Investment Management Portfolio

Follow Unified Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unified Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Unified Investment Management with notifications on news.