Creative Planning’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	–	Sell	-8,775	Closed	-$230K	–	3705
2025 Q1	$230K	Buy	+8,775	New	+$230K	﹤0.01%	2949
2018 Q4	–	Sell	-19,250	Closed	-$708K	–	1929
2018 Q3	$708K	Buy	+19,250	New	+$708K	﹤0.01%	903