Capital Advisors Ltd’s Universal Logistics Holdings ULH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Buy |
26
+10
| +63% | +$385 | ﹤0.01% | 1283 |
|
|
2025
Q1 | $0 | Sell |
16
-16
| -50% | – | ﹤0.01% | 1589 |
|
|
2024
Q4 | $1K | Hold |
32
| – | – | ﹤0.01% | 1314 |
|
|
2024
Q3 | $1K | Hold |
32
| – | – | ﹤0.01% | 1304 |
|
|
2024
Q2 | $1K | Hold |
32
| – | – | ﹤0.01% | 1305 |
|
|
2024
Q1 | $1K | Buy |
32
+16
| +100% | +$500 | ﹤0.01% | 1284 |
|
|
2023
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1497 |
|
|
2023
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1486 |
|
|
2023
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1564 |
|
|
2022
Q4 | $1K | Hold |
16
| – | – | ﹤0.01% | 1111 |
|
|
2022
Q3 | $1K | Hold |
16
| – | – | ﹤0.01% | 1140 |
|
|
2022
Q2 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1334 |
|