Summit Financial Strategies’s Under Armour Class C UA Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $84.4K | Hold |
13,003
| – | – | 0.01% | 149 |
|
2025
Q1 | $77.4K | Sell |
13,003
-20,192
| -61% | -$120K | 0.01% | 144 |
|
2024
Q4 | $248K | Buy |
33,195
+13,780
| +71% | +$103K | 0.03% | 123 |
|
2024
Q3 | $162K | Hold |
19,415
| – | – | 0.02% | 144 |
|
2024
Q2 | $127K | Buy |
19,415
+3,868
| +25% | +$25.3K | 0.02% | 142 |
|
2024
Q1 | $111K | Buy |
15,547
+1,615
| +12% | +$11.5K | 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% | -$7.04K | 0.02% | 123 |
|
2023
Q1 | $128K | Buy |
14,981
+4,711
| +46% | +$40.2K | 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 | +$160K | 0.03% | 119 |
|