Creative Planning’s Unisys UIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,454
| Closed | -$66.2K | – | 3696 |
|
|
2024
Q4 | $66.2K | Buy |
10,454
+225
| +2% | +$1.42K | ﹤0.01% | 3200 |
|
|
2024
Q3 | $58.1K | Buy |
+10,229
| New | +$58.1K | ﹤0.01% | 3076 |
|
|
2023
Q4 | – | Sell |
-200
| Closed | -$690 | – | 2993 |
|
|
2023
Q3 | $690 | Buy |
+200
| New | +$690 | ﹤0.01% | 2772 |
|
|
2022
Q2 | – | Sell |
-200
| Closed | -$4K | – | 2422 |
|
|
2022
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 2216 |
|
|
2018
Q3 | – | Sell |
-10,873
| Closed | -$140K | – | 2003 |
|
|
2018
Q2 | $140K | Buy |
+10,873
| New | +$140K | ﹤0.01% | 1693 |
|
|
2017
Q3 | – | Sell |
-3,073
| Closed | -$39K | – | 3499 |
|
|
2017
Q2 | $39K | Buy |
3,073
+2,671
| +664% | +$33.9K | ﹤0.01% | 2699 |
|
|
2017
Q1 | $6K | Sell |
402
-1,000
| -71% | -$14.9K | ﹤0.01% | 3838 |
|
|
2016
Q4 | $21K | Sell |
1,402
-10
| -0.7% | -$150 | ﹤0.01% | 3020 |
|
|
2016
Q3 | $14K | Buy |
1,412
+180
| +15% | +$1.79K | ﹤0.01% | 3241 |
|
|
2016
Q2 | $9K | Buy |
1,232
+1,000
| +431% | +$7.31K | ﹤0.01% | 3281 |
|
|
2016
Q1 | $2K | Hold |
232
| – | – | ﹤0.01% | 3905 |
|
|
2015
Q4 | $3K | Hold |
232
| – | – | ﹤0.01% | 3849 |
|
|
2015
Q3 | $3K | Buy |
+232
| New | +$3K | ﹤0.01% | 3783 |
|
|
2015
Q2 | – | Sell |
-259
| Closed | -$6K | – | 2781 |
|
|
2015
Q1 | $6K | Sell |
259
-200
| -44% | -$4.63K | ﹤0.01% | 3414 |
|
|
2014
Q4 | $14K | Buy |
459
+209
| +84% | +$6.38K | ﹤0.01% | 2888 |
|
|
2014
Q3 | $6K | Sell |
250
-254
| -50% | -$6.1K | ﹤0.01% | 3165 |
|
|
2014
Q2 | $12K | Buy |
504
+459
| +1,020% | +$10.9K | ﹤0.01% | 2732 |
|
|
2014
Q1 | $1K | Sell |
45
-100
| -69% | -$2.22K | ﹤0.01% | 3420 |
|
|
2013
Q4 | $5K | Buy |
145
+23
| +19% | +$793 | ﹤0.01% | 2852 |
|
|
2013
Q3 | $3K | Hold |
122
| – | – | ﹤0.01% | 2919 |
|
|
2013
Q2 | $3K | Buy |
+122
| New | +$3K | ﹤0.01% | 2740 |
|