Charles Schwab’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 | $1.45M | Buy |
57,012
+108
| +0.2% | +$2.74K | ﹤0.01% | 2773 |
|
|
2025
Q1 | $1.49M | Sell |
56,904
-1,260
| -2% | -$33.1K | ﹤0.01% | 2706 |
|
|
2024
Q4 | $2.67M | Buy |
58,164
+1,040
| +2% | +$47.8K | ﹤0.01% | 2590 |
|
|
2024
Q3 | $2.46M | Buy |
57,124
+1,864
| +3% | +$80.4K | ﹤0.01% | 2646 |
|
|
2024
Q2 | $2.24M | Buy |
55,260
+777
| +1% | +$31.5K | ﹤0.01% | 2674 |
|
|
2024
Q1 | $2.01M | Buy |
54,483
+2,440
| +5% | +$90K | ﹤0.01% | 2591 |
|
|
2023
Q4 | $1.46M | Sell |
52,043
-2,226
| -4% | -$62.4K | ﹤0.01% | 2704 |
|
|
2023
Q3 | $1.37M | Buy |
54,269
+2,519
| +5% | +$63.4K | ﹤0.01% | 2699 |
|
|
2023
Q2 | $1.49M | Sell |
51,750
-957
| -2% | -$27.6K | ﹤0.01% | 2641 |
|
|
2023
Q1 | $1.54M | Buy |
52,707
+2,074
| +4% | +$60.5K | ﹤0.01% | 2594 |
|
|
2022
Q4 | $1.69M | Buy |
50,633
+383
| +0.8% | +$12.8K | ﹤0.01% | 2618 |
|
|
2022
Q3 | $1.59M | Sell |
50,250
-2,867
| -5% | -$90.9K | ﹤0.01% | 2645 |
|
|
2022
Q2 | $1.45M | Sell |
53,117
-89
| -0.2% | -$2.43K | ﹤0.01% | 2658 |
|
|
2022
Q1 | $1.07M | Sell |
53,206
-1,797
| -3% | -$36.2K | ﹤0.01% | 2821 |
|
|
2021
Q4 | $1.04M | Sell |
55,003
-7,611
| -12% | -$144K | ﹤0.01% | 2896 |
|
|
2021
Q3 | $1.26M | Buy |
62,614
+61
| +0.1% | +$1.23K | ﹤0.01% | 2796 |
|
|
2021
Q2 | $1.46M | Buy |
62,553
+8,889
| +17% | +$207K | ﹤0.01% | 2808 |
|
|
2021
Q1 | $1.41M | Buy |
53,664
+1,671
| +3% | +$44K | ﹤0.01% | 2743 |
|
|
2020
Q4 | $1.07M | Buy |
51,993
+750
| +1% | +$15.4K | ﹤0.01% | 2751 |
|
|
2020
Q3 | $1.07M | Sell |
51,243
-1,935
| -4% | -$40.4K | ﹤0.01% | 2657 |
|
|
2020
Q2 | $925K | Buy |
53,178
+2,024
| +4% | +$35.2K | ﹤0.01% | 2648 |
|
|
2020
Q1 | $671K | Buy |
51,154
+715
| +1% | +$9.38K | ﹤0.01% | 2605 |
|
|
2019
Q4 | $957K | Sell |
50,439
-1,711
| -3% | -$32.5K | ﹤0.01% | 2610 |
|
|
2019
Q3 | $1.22M | Buy |
52,150
+2,103
| +4% | +$49K | ﹤0.01% | 2517 |
|
|
2019
Q2 | $1.13M | Buy |
50,047
+2,043
| +4% | +$45.9K | ﹤0.01% | 2541 |
|
|
2019
Q1 | $945K | Buy |
48,004
+972
| +2% | +$19.1K | ﹤0.01% | 2568 |
|
|
2018
Q4 | $851K | Sell |
47,032
-512
| -1% | -$9.26K | ﹤0.01% | 2589 |
|
|
2018
Q3 | $1.75M | Buy |
47,544
+1,464
| +3% | +$53.9K | ﹤0.01% | 2465 |
|
|
2018
Q2 | $1.21M | Buy |
46,080
+6,188
| +16% | +$162K | ﹤0.01% | 2527 |
|
|
2018
Q1 | $844K | Buy |
39,892
+5,270
| +15% | +$111K | ﹤0.01% | 2571 |
|
|
2017
Q4 | $823K | Buy |
34,622
+1,560
| +5% | +$37.1K | ﹤0.01% | 2575 |
|
|
2017
Q3 | $677K | Buy |
33,062
+1,585
| +5% | +$32.5K | ﹤0.01% | 2627 |
|
|
2017
Q2 | $473K | Buy |
31,477
+10,129
| +47% | +$152K | ﹤0.01% | 2712 |
|
|
2017
Q1 | $307K | Buy |
21,348
+513
| +2% | +$7.38K | ﹤0.01% | 2811 |
|
|
2016
Q4 | $341K | Sell |
20,835
-6,830
| -25% | -$112K | ﹤0.01% | 2798 |
|
|
2016
Q3 | $372K | Buy |
27,665
+1,224
| +5% | +$16.5K | ﹤0.01% | 2719 |
|
|
2016
Q2 | $342K | Buy |
26,441
+378
| +1% | +$4.89K | ﹤0.01% | 2736 |
|
|
2016
Q1 | $430K | Buy |
26,063
+459
| +2% | +$7.57K | ﹤0.01% | 2633 |
|
|
2015
Q4 | $360K | Buy |
25,604
+585
| +2% | +$8.23K | ﹤0.01% | 2786 |
|
|
2015
Q3 | $390K | Buy |
25,019
+1,520
| +6% | +$23.7K | ﹤0.01% | 2724 |
|
|
2015
Q2 | $517K | Buy |
23,499
+656
| +3% | +$14.4K | ﹤0.01% | 2664 |
|
|
2015
Q1 | $576K | Buy |
22,843
+928
| +4% | +$23.4K | ﹤0.01% | 2580 |
|
|
2014
Q4 | $625K | Buy |
21,915
+4,106
| +23% | +$117K | ﹤0.01% | 2543 |
|
|
2014
Q3 | $432K | Buy |
17,809
+4,600
| +35% | +$112K | ﹤0.01% | 2640 |
|
|
2014
Q2 | $335K | Sell |
13,209
-48
| -0.4% | -$1.22K | ﹤0.01% | 2809 |
|
|
2014
Q1 | $384K | Sell |
13,257
-2,496
| -16% | -$72.3K | ﹤0.01% | 2699 |
|
|
2013
Q4 | $481K | Buy |
15,753
+504
| +3% | +$15.4K | ﹤0.01% | 2604 |
|
|
2013
Q3 | $407K | Buy |
15,249
+679
| +5% | +$18.1K | ﹤0.01% | 2627 |
|
|
2013
Q2 | $362K | Buy |
+14,570
| New | +$362K | ﹤0.01% | 2653 |
|