Envestnet Asset Management’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 | $239K | Buy |
9,433
+44
| +0.5% | +$1.12K | ﹤0.01% | 4147 |
|
|
2025
Q1 | $246K | Buy |
9,389
+247
| +3% | +$6.48K | ﹤0.01% | 4036 |
|
|
2024
Q4 | $420K | Buy |
9,142
+2,111
| +30% | +$97K | ﹤0.01% | 3674 |
|
|
2024
Q3 | $303K | Buy |
7,031
+41
| +0.6% | +$1.77K | ﹤0.01% | 3814 |
|
|
2024
Q2 | $284K | Sell |
6,990
-115
| -2% | -$4.67K | ﹤0.01% | 3768 |
|
|
2024
Q1 | $262K | Buy |
+7,105
| New | +$262K | ﹤0.01% | 3796 |
|
|
2015
Q1 | – | Sell |
-205
| Closed | -$6K | – | 2403 |
|
|
2014
Q4 | $6K | Hold |
205
| – | – | ﹤0.01% | 2088 |
|
|
2014
Q3 | $5K | Hold |
205
| – | – | ﹤0.01% | 2316 |
|
|
2014
Q2 | $5K | Hold |
205
| – | – | ﹤0.01% | 2291 |
|
|
2014
Q1 | $6K | Hold |
205
| – | – | ﹤0.01% | 2063 |
|
|
2013
Q4 | $6K | Hold |
205
| – | – | ﹤0.01% | 1942 |
|
|
2013
Q3 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 1936 |
|