CA
Clearstead Advisors’s Universal Electronics UEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Buy |
60,188
+7,254
| +14% | +$48K | 0.01% | 665 |
|
|
2025
Q1 | $324K | Buy |
52,934
+1,250
| +2% | +$7.65K | 0.01% | 686 |
|
|
2024
Q4 | $569K | Buy |
51,684
+1,250
| +2% | +$13.8K | 0.01% | 540 |
|
|
2024
Q3 | $466K | Buy |
50,434
+1,250
| +3% | +$11.5K | 0.01% | 594 |
|
|
2024
Q2 | $572K | Hold |
49,184
| – | – | 0.01% | 513 |
|
|
2024
Q1 | $630K | Buy |
49,184
+2,500
| +5% | +$32K | 0.03% | 286 |
|
|
2023
Q4 | $438K | Sell |
46,684
-44,184
| -49% | -$415K | 0.02% | 326 |
|
|
2023
Q3 | $822K | Buy |
90,868
+46,684
| +106% | +$422K | 0.02% | 332 |
|
|
2023
Q2 | $425K | Buy |
44,184
+1,250
| +3% | +$12K | 0.03% | 311 |
|
|
2023
Q1 | $435K | Buy |
42,934
+6,250
| +17% | +$63.4K | 0.03% | 283 |
|
|
2022
Q4 | $763K | Buy |
36,684
+1,250
| +4% | +$26K | 0.06% | 199 |
|
|
2022
Q3 | $697K | Buy |
35,434
+1,250
| +4% | +$24.6K | 0.06% | 186 |
|
|
2022
Q2 | $874K | Buy |
34,184
+1,250
| +4% | +$32K | 0.07% | 183 |
|
|
2022
Q1 | $1.03M | Buy |
32,934
+7,750
| +31% | +$242K | 0.07% | 177 |
|
|
2021
Q4 | $1.03M | Buy |
25,184
+1,250
| +5% | +$50.9K | 0.07% | 179 |
|
|
2021
Q3 | $1.18M | Buy |
23,934
+1,250
| +6% | +$61.6K | 0.09% | 154 |
|
|
2021
Q2 | $1.1M | Buy |
22,684
+1,250
| +6% | +$60.6K | 0.08% | 156 |
|
|
2021
Q1 | $1.18M | Sell |
21,434
-1,250
| -6% | -$68.7K | 0.1% | 146 |
|
|
2020
Q4 | $1.19M | Buy |
22,684
+1,250
| +6% | +$65.6K | 0.11% | 140 |
|
|
2020
Q3 | $809K | Buy |
21,434
+1,250
| +6% | +$47.2K | 0.09% | 149 |
|
|
2020
Q2 | $945K | Buy |
20,184
+1,250
| +7% | +$58.5K | 0.11% | 137 |
|
|
2020
Q1 | $726K | Buy |
18,934
+1,250
| +7% | +$47.9K | 0.11% | 131 |
|
|
2019
Q4 | $924K | Sell |
17,684
-5,750
| -25% | -$300K | 0.11% | 133 |
|
|
2019
Q3 | $1.19M | Sell |
23,434
-6,561
| -22% | -$334K | 0.16% | 105 |
|
|
2019
Q2 | $1.23M | Buy |
29,995
+1,250
| +4% | +$51.3K | 0.16% | 108 |
|
|
2019
Q1 | $1.07M | Buy |
28,745
+1,250
| +5% | +$46.4K | 0.15% | 112 |
|
|
2018
Q4 | $695K | Buy |
27,495
+1,250
| +5% | +$31.6K | 0.11% | 137 |
|
|
2018
Q3 | $1.03M | Buy |
26,245
+1,250
| +5% | +$49.2K | 0.14% | 109 |
|
|
2018
Q2 | $826K | Buy |
24,995
+1,250
| +5% | +$41.3K | 0.12% | 115 |
|
|
2018
Q1 | $1.24M | Buy |
23,745
+1,250
| +6% | +$65.1K | 0.18% | 93 |
|
|
2017
Q4 | $1.06M | Buy |
22,495
+1,250
| +6% | +$59.1K | 0.14% | 101 |
|
|
2017
Q3 | $1.35M | Buy |
21,245
+6,250
| +42% | +$396K | 0.18% | 99 |
|
|
2017
Q2 | $1M | Buy |
14,995
+1,250
| +9% | +$83.5K | 0.15% | 105 |
|
|
2017
Q1 | $942K | Buy |
13,745
+1,250
| +10% | +$85.7K | 0.14% | 105 |
|
|
2016
Q4 | $807K | Buy |
+12,495
| New | +$807K | 0.13% | 104 |
|