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