Plante Moran Financial Advisors’s Under Armour UAA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-7
| Closed | -$71 | – | 946 |
|
2022
Q4 | $71 | Buy |
+7
| New | +$71 | ﹤0.01% | 837 |
|
2020
Q1 | – | Sell |
-5,000
| Closed | -$108K | – | 850 |
|
2019
Q4 | $108K | Sell |
5,000
-326
| -6% | -$7.04K | 0.04% | 223 |
|
2019
Q3 | $106K | Sell |
5,326
-5,011
| -48% | -$99.7K | 0.03% | 233 |
|
2019
Q2 | $262K | Hold |
10,337
| – | – | 0.08% | 122 |
|
2019
Q1 | $219K | Hold |
10,337
| – | – | 0.07% | 137 |
|
2018
Q4 | $183K | Hold |
10,337
| – | – | 0.06% | 139 |
|
2018
Q3 | $219K | Hold |
10,337
| – | – | 0.07% | 137 |
|
2018
Q2 | $232K | Sell |
10,337
-10,000
| -49% | -$224K | 0.12% | 140 |
|
2018
Q1 | $333K | Buy |
20,337
+40
| +0.2% | +$655 | 0.18% | 99 |
|
2017
Q4 | $293K | Hold |
20,297
| – | – | 0.16% | 104 |
|
2017
Q3 | $334K | Buy |
20,297
+15,000
| +283% | +$247K | 0.2% | 87 |
|
2017
Q2 | $115K | Buy |
5,297
+4,982
| +1,582% | +$108K | 0.07% | 181 |
|
2017
Q1 | $6K | Hold |
315
| – | – | ﹤0.01% | 682 |
|
2016
Q4 | $9K | Sell |
315
-99
| -24% | -$2.83K | 0.01% | 611 |
|
2016
Q3 | $16K | Buy |
414
+35
| +9% | +$1.35K | 0.01% | 529 |
|
2016
Q2 | $15K | Sell |
379
-374
| -50% | -$14.8K | 0.01% | 471 |
|
2016
Q1 | $32K | Sell |
753
-445
| -37% | -$18.9K | 0.02% | 324 |
|
2015
Q4 | $48K | Buy |
1,198
+564
| +89% | +$22.6K | 0.04% | 284 |
|
2015
Q3 | $30K | Sell |
634
-252
| -28% | -$11.9K | 0.02% | 330 |
|
2015
Q2 | $37K | Hold |
886
| – | – | 0.03% | 338 |
|
2015
Q1 | $36K | Hold |
886
| – | – | 0.03% | 329 |
|
2014
Q4 | $30K | Hold |
886
| – | – | 0.02% | 353 |
|
2014
Q3 | $30K | Sell |
886
-403
| -31% | -$13.6K | 0.03% | 338 |
|
2014
Q2 | $38K | Buy |
1,289
+447
| +53% | +$13.2K | 0.03% | 275 |
|
2014
Q1 | $24K | Hold |
842
| – | – | 0.03% | 231 |
|
2013
Q4 | $18K | Hold |
842
| – | – | 0.01% | 364 |
|
2013
Q3 | $17K | Buy |
842
+806
| +2,239% | +$16.3K | 0.01% | 308 |
|
2013
Q2 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 574 |
|