Summit Financial Strategies’s Under Armour Class C UA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$57.9K	Buy	+10,000	New	+$63.1K	﹤0.01%	164
2025 Q4	–	Sell	-13,003	Closed	-$62.8K	–	172
2025 Q3	$62.8K	Hold	13,003	–	–	0.01%	152
2025 Q2	$84.4K	Hold	13,003	–	–	0.01%	149
2025 Q1	$77.4K	Sell	13,003 -20,192	-61%	-$138K	0.01%	144
2024 Q4	$248K	Buy	33,195 +13,780	+71%	+$115K	0.03%	123
2024 Q3	$162K	Hold	19,415	–	–	0.02%	144
2024 Q2	$127K	Buy	19,415 +3,868	+25%	+$25.6K	0.02%	142
2024 Q1	$111K	Buy	15,547 +1,615	+12%	+$12.4K	0.02%	145
2023 Q4	$116K	Hold	13,932	–	–	0.02%	139
2023 Q3	$88.9K	Hold	13,932	–	–	0.02%	126
2023 Q2	$93.5K	Sell	13,932 -1,049	-7%	-$7.7K	0.02%	123
2023 Q1	$128K	Buy	14,981 +4,711	+46%	+$43.3K	0.03%	120
2022 Q4	$91.6K	Hold	10,270	–	–	0.02%	118
2022 Q3	$61K	Hold	10,270	–	–	0.01%	115
2022 Q2	$78K	Hold	10,270	–	–	0.02%	116
2022 Q1	$160K	Buy	+10,270	New	+$161K	0.03%	119