Morgan Stanley’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 | $1.7M | Sell |
66,956
-5,608
| -8% | -$142K | ﹤0.01% | 4808 |
|
|
2025
Q1 | $1.9M | Sell |
72,564
-8,254
| -10% | -$217K | ﹤0.01% | 4628 |
|
|
2024
Q4 | $3.71M | Sell |
80,818
-23,331
| -22% | -$1.07M | ﹤0.01% | 4245 |
|
|
2024
Q3 | $4.49M | Buy |
104,149
+8,639
| +9% | +$372K | ﹤0.01% | 4040 |
|
|
2024
Q2 | $3.88M | Buy |
95,510
+17,630
| +23% | +$716K | ﹤0.01% | 4097 |
|
|
2024
Q1 | $2.87M | Sell |
77,880
-97,502
| -56% | -$3.59M | ﹤0.01% | 4344 |
|
|
2023
Q4 | $4.91M | Buy |
175,382
+71,127
| +68% | +$1.99M | ﹤0.01% | 4388 |
|
|
2023
Q3 | $2.63M | Sell |
104,255
-18,279
| -15% | -$460K | ﹤0.01% | 4215 |
|
|
2023
Q2 | $3.53M | Sell |
122,534
-36,839
| -23% | -$1.06M | ﹤0.01% | 4023 |
|
|
2023
Q1 | $4.65M | Sell |
159,373
-2,823
| -2% | -$82.3K | ﹤0.01% | 3842 |
|
|
2022
Q4 | $5.42M | Sell |
162,196
-11,565
| -7% | -$387K | ﹤0.01% | 3683 |
|
|
2022
Q3 | $5.51M | Buy |
173,761
+45,842
| +36% | +$1.45M | ﹤0.01% | 3601 |
|
|
2022
Q2 | $3.49M | Buy |
127,919
+33,330
| +35% | +$910K | ﹤0.01% | 4081 |
|
|
2022
Q1 | $1.91M | Sell |
94,589
-10,077
| -10% | -$203K | ﹤0.01% | 4552 |
|
|
2021
Q4 | $1.97M | Sell |
104,666
-18,856
| -15% | -$356K | ﹤0.01% | 4595 |
|
|
2021
Q3 | $2.48M | Sell |
123,522
-12,957
| -9% | -$260K | ﹤0.01% | 4391 |
|
|
2021
Q2 | $3.18M | Sell |
136,479
-91,335
| -40% | -$2.13M | ﹤0.01% | 4232 |
|
|
2021
Q1 | $5.99M | Buy |
227,814
+126,335
| +124% | +$3.32M | ﹤0.01% | 3226 |
|
|
2020
Q4 | $2.09M | Buy |
101,479
+95,310
| +1,545% | +$1.96M | ﹤0.01% | 4115 |
|
|
2020
Q3 | $129K | Sell |
6,169
-2,424
| -28% | -$50.7K | ﹤0.01% | 5307 |
|
|
2020
Q2 | $149K | Buy |
8,593
+2,363
| +38% | +$41K | ﹤0.01% | 5213 |
|
|
2020
Q1 | $82K | Sell |
6,230
-11,264
| -64% | -$148K | ﹤0.01% | 5266 |
|
|
2019
Q4 | $332K | Buy |
17,494
+9,524
| +119% | +$181K | ﹤0.01% | 5156 |
|
|
2019
Q3 | $185K | Buy |
7,970
+2,329
| +41% | +$54.1K | ﹤0.01% | 5172 |
|
|
2019
Q2 | $127K | Sell |
5,641
-37,633
| -87% | -$847K | ﹤0.01% | 5209 |
|
|
2019
Q1 | $852K | Sell |
43,274
-191,923
| -82% | -$3.78M | ﹤0.01% | 4226 |
|
|
2018
Q4 | $4.25M | Buy |
235,197
+30,233
| +15% | +$547K | ﹤0.01% | 3079 |
|
|
2018
Q3 | $7.54M | Buy |
204,964
+164,361
| +405% | +$6.05M | ﹤0.01% | 2719 |
|
|
2018
Q2 | $1.07M | Buy |
40,603
+10,607
| +35% | +$279K | ﹤0.01% | 4595 |
|
|
2018
Q1 | $634K | Buy |
29,996
+936
| +3% | +$19.8K | ﹤0.01% | 4859 |
|
|
2017
Q4 | $691K | Buy |
29,060
+16,583
| +133% | +$394K | ﹤0.01% | 4790 |
|
|
2017
Q3 | $255K | Buy |
12,477
+4,600
| +58% | +$94K | ﹤0.01% | 5231 |
|
|
2017
Q2 | $118K | Sell |
7,877
-3,214
| -29% | -$48.1K | ﹤0.01% | 5574 |
|
|
2017
Q1 | $159K | Sell |
11,091
-14,681
| -57% | -$210K | ﹤0.01% | 5422 |
|
|
2016
Q4 | $422K | Buy |
25,772
+12,501
| +94% | +$205K | ﹤0.01% | 5029 |
|
|
2016
Q3 | $178K | Buy |
13,271
+11,771
| +785% | +$158K | ﹤0.01% | 5072 |
|
|
2016
Q2 | $19K | Hold |
1,500
| – | – | ﹤0.01% | 5869 |
|
|
2016
Q1 | $25K | Sell |
1,500
-47,471
| -97% | -$791K | ﹤0.01% | 5855 |
|
|
2015
Q4 | $687K | Sell |
48,971
-945
| -2% | -$13.3K | ﹤0.01% | 4325 |
|
|
2015
Q3 | $777K | Buy |
49,916
+21,381
| +75% | +$333K | ﹤0.01% | 4316 |
|
|
2015
Q2 | $627K | Sell |
28,535
-31,564
| -53% | -$694K | ﹤0.01% | 4544 |
|
|
2015
Q1 | $1.51M | Sell |
60,099
-1,771
| -3% | -$44.6K | ﹤0.01% | 3810 |
|
|
2014
Q4 | $1.76M | Sell |
61,870
-14,386
| -19% | -$410K | ﹤0.01% | 3675 |
|
|
2014
Q3 | $1.85M | Sell |
76,256
-867
| -1% | -$21K | ﹤0.01% | 3507 |
|
|
2014
Q2 | $1.96M | Buy |
77,123
+73,752
| +2,188% | +$1.87M | ﹤0.01% | 3500 |
|
|
2014
Q1 | $97K | Sell |
3,371
-22,077
| -87% | -$635K | ﹤0.01% | 5461 |
|
|
2013
Q4 | $776K | Sell |
25,448
-374
| -1% | -$11.4K | ﹤0.01% | 4122 |
|
|
2013
Q3 | $688K | Sell |
25,822
-700
| -3% | -$18.7K | ﹤0.01% | 4101 |
|
|
2013
Q2 | $640K | Buy |
+26,522
| New | +$640K | ﹤0.01% | 4081 |
|