Creative Planning’s United Microelectronic UMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
1,689,542
+428,522
| +34% | +$3.28M | 0.01% | 451 |
|
|
2025
Q1 | $9.02M | Buy |
1,261,020
+564,547
| +81% | +$4.04M | 0.01% | 519 |
|
|
2024
Q4 | $4.52M | Buy |
696,473
+34,671
| +5% | +$225K | ﹤0.01% | 696 |
|
|
2024
Q3 | $5.57M | Buy |
661,802
+121,919
| +23% | +$1.03M | 0.01% | 601 |
|
|
2024
Q2 | $4.73M | Buy |
539,883
+113,130
| +27% | +$991K | 0.01% | 635 |
|
|
2024
Q1 | $3.45M | Buy |
426,753
+79,534
| +23% | +$643K | ﹤0.01% | 744 |
|
|
2023
Q4 | $2.94M | Buy |
347,219
+102,976
| +42% | +$871K | 0.01% | 747 |
|
|
2023
Q3 | $1.72M | Buy |
244,243
+5,362
| +2% | +$37.9K | ﹤0.01% | 922 |
|
|
2023
Q2 | $1.88M | Buy |
238,881
+29,412
| +14% | +$232K | ﹤0.01% | 840 |
|
|
2023
Q1 | $1.83M | Buy |
209,469
+33,970
| +19% | +$298K | ﹤0.01% | 807 |
|
|
2022
Q4 | $1.15M | Buy |
175,499
+69,956
| +66% | +$457K | ﹤0.01% | 971 |
|
|
2022
Q3 | $588K | Buy |
105,543
+69,489
| +193% | +$387K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $244K | Buy |
36,054
+22,796
| +172% | +$154K | ﹤0.01% | 1747 |
|
|
2022
Q1 | $121K | Buy |
13,258
+1,508
| +13% | +$13.8K | ﹤0.01% | 1969 |
|
|
2021
Q4 | $137K | Sell |
11,750
-4,500
| -28% | -$52.5K | ﹤0.01% | 1925 |
|
|
2021
Q3 | $186K | Buy |
16,250
+5,974
| +58% | +$68.4K | ﹤0.01% | 1870 |
|
|
2021
Q2 | $97K | Sell |
10,276
-168,484
| -94% | -$1.59M | ﹤0.01% | 1865 |
|
|
2021
Q1 | $1.63M | Buy |
178,760
+23,011
| +15% | +$210K | ﹤0.01% | 801 |
|
|
2020
Q4 | $1.31M | Buy |
+155,749
| New | +$1.31M | ﹤0.01% | 819 |
|
|
2017
Q3 | – | Sell |
-250
| Closed | -$1K | – | 3505 |
|
|
2017
Q2 | $1K | Buy |
+250
| New | +$1K | ﹤0.01% | 4389 |
|
|
2014
Q1 | – | Sell |
-1,076
| Closed | -$2K | – | 3645 |
|
|
2013
Q4 | $2K | Hold |
1,076
| – | – | ﹤0.01% | 3120 |
|
|
2013
Q3 | $2K | Buy |
+1,076
| New | +$2K | ﹤0.01% | 3007 |
|