Creative Planning’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.2M | Buy |
2,364,371
+204,186
| +9% | +$1.99M | 0.01% | 415 |
|
|
2025
Q4 | $17M | Buy |
2,160,185
+314,214
| +17% | +$2.38M | 0.01% | 432 |
|
|
2025
Q3 | $14M | Buy |
1,845,971
+156,429
| +9% | +$1.11M | 0.01% | 461 |
|
|
2025
Q2 | $12.9M | Buy |
1,689,542
+428,522
| +34% | +$3.18M | 0.01% | 451 |
|
|
2025
Q1 | $9.02M | Buy |
1,261,020
+564,547
| +81% | +$3.6M | 0.01% | 519 |
|
|
2024
Q4 | $4.52M | Buy |
696,473
+34,671
| +5% | +$248K | ﹤0.01% | 697 |
|
|
2024
Q3 | $5.57M | Buy |
661,802
+121,919
| +23% | +$1.02M | 0.01% | 601 |
|
|
2024
Q2 | $4.73M | Buy |
539,883
+113,130
| +27% | +$933K | 0.01% | 636 |
|
|
2024
Q1 | $3.45M | Buy |
426,753
+79,534
| +23% | +$633K | ﹤0.01% | 745 |
|
|
2023
Q4 | $2.94M | Buy |
347,219
+102,976
| +42% | +$785K | 0.01% | 749 |
|
|
2023
Q3 | $1.72M | Buy |
244,243
+5,362
| +2% | +$38.8K | ﹤0.01% | 924 |
|
|
2023
Q2 | $1.88M | Buy |
238,881
+29,412
| +14% | +$242K | ﹤0.01% | 843 |
|
|
2023
Q1 | $1.83M | Buy |
209,469
+33,970
| +19% | +$275K | ﹤0.01% | 811 |
|
|
2022
Q4 | $1.15M | Buy |
175,499
+69,956
| +66% | +$463K | ﹤0.01% | 973 |
|
|
2022
Q3 | $588K | Buy |
105,543
+69,489
| +193% | +$459K | ﹤0.01% | 1235 |
|
|
2022
Q2 | $244K | Buy |
36,054
+22,796
| +172% | +$187K | ﹤0.01% | 1754 |
|
|
2022
Q1 | $121K | Buy |
13,258
+1,508
| +13% | +$14.9K | ﹤0.01% | 1974 |
|
|
2021
Q4 | $137K | Sell |
11,750
-4,500
| -28% | -$50.1K | ﹤0.01% | 1925 |
|
|
2021
Q3 | $186K | Buy |
16,250
+5,974
| +58% | +$64.1K | ﹤0.01% | 1875 |
|
|
2021
Q2 | $97K | Sell |
10,276
-168,484
| -94% | -$1.58M | ﹤0.01% | 1879 |
|
|
2021
Q1 | $1.63M | Buy |
178,760
+23,011
| +15% | +$213K | ﹤0.01% | 811 |
|
|
2020
Q4 | $1.31M | Buy |
+155,749
| New | +$1.02M | ﹤0.01% | 829 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$1K | – | 3611 |
|
|
2017
Q2 | $1K | Buy |
+250
| New | +$503 | ﹤0.01% | 4505 |
|
|
2014
Q1 | – | Sell |
-1,076
| Closed | -$2K | – | 3760 |
|
|
2013
Q4 | $2K | Hold |
1,076
| – | – | ﹤0.01% | 3120 |
|
|
2013
Q3 | $2K | Buy |
+1,076
| New | +$2.25K | ﹤0.01% | 3007 |
|
Other funds holding UMC
VCM
