Creative Planning
UHG

Creative Planning’s United Homes Group UHG Stock Holding History

Creative Planning’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-374,998
Closed -$2.13M – 3315
2024
Q2 		$2.13M Hold
374,998
– – ﹤0.01% 954
2024
Q1 		$2.62M Hold
374,998
– – ﹤0.01% 858
2023
Q4 		$3.16M Hold
374,998
– – 0.01% 720
2023
Q3 		$2.1M Sell
374,998
-13,002
-3% -$116K ﹤0.01% 833
2023
Q2 		$4.33M Buy
+388,000
New +$4.57M 0.01% 560

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SIP
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