Creative Planning’s Unity U Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
119,391
-2,993
| -2% | -$72.4K | ﹤0.01% | 1059 |
|
|
2025
Q1 | $2.4M | Buy |
122,384
+3,563
| +3% | +$69.8K | ﹤0.01% | 1067 |
|
|
2024
Q4 | $2.67M | Sell |
118,821
-34,921
| -23% | -$785K | ﹤0.01% | 961 |
|
|
2024
Q3 | $3.48M | Buy |
153,742
+18,547
| +14% | +$420K | ﹤0.01% | 793 |
|
|
2024
Q2 | $2.2M | Buy |
135,195
+71,325
| +112% | +$1.16M | ﹤0.01% | 941 |
|
|
2024
Q1 | $1.71M | Buy |
63,870
+4,748
| +8% | +$127K | ﹤0.01% | 1036 |
|
|
2023
Q4 | $2.42M | Sell |
59,122
-40,804
| -41% | -$1.67M | ﹤0.01% | 835 |
|
|
2023
Q3 | $3.14M | Buy |
99,926
+4,803
| +5% | +$151K | ﹤0.01% | 676 |
|
|
2023
Q2 | $4.13M | Buy |
95,123
+10,255
| +12% | +$445K | 0.01% | 578 |
|
|
2023
Q1 | $2.75M | Sell |
84,868
-7,065
| -8% | -$229K | ﹤0.01% | 675 |
|
|
2022
Q4 | $2.63M | Buy |
91,933
+1,636
| +2% | +$46.8K | ﹤0.01% | 662 |
|
|
2022
Q3 | $2.88M | Buy |
90,297
+7,965
| +10% | +$254K | 0.01% | 577 |
|
|
2022
Q2 | $3.03M | Buy |
82,332
+50,402
| +158% | +$1.86M | 0.01% | 582 |
|
|
2022
Q1 | $3.17M | Sell |
31,930
-2,510
| -7% | -$249K | ﹤0.01% | 577 |
|
|
2021
Q4 | $4.93M | Buy |
34,440
+16,267
| +90% | +$2.33M | 0.01% | 424 |
|
|
2021
Q3 | $2.29M | Buy |
18,173
+12,282
| +208% | +$1.55M | ﹤0.01% | 647 |
|
|
2021
Q2 | $647K | Sell |
5,891
-1,366
| -19% | -$150K | ﹤0.01% | 1135 |
|
|
2021
Q1 | $728K | Buy |
7,257
+4,802
| +196% | +$482K | ﹤0.01% | 1192 |
|
|
2020
Q4 | $377K | Buy |
+2,455
| New | +$377K | ﹤0.01% | 1451 |
|