Waverly Advisors’s Under Armour UAA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $170K | Buy |
24,914
+7,764
| +45% | +$53K | ﹤0.01% | 1139 |
|
|
2025
Q1 | $107K | Buy |
+17,150
| New | +$107K | ﹤0.01% | 1087 |
|
|
2015
Q4 | – | Sell |
-1,611
| Closed | -$77K | – | 375 |
|
|
2015
Q3 | $77K | Hold |
1,611
| – | – | 0.05% | 93 |
|
|
2015
Q2 | $67K | Hold |
1,611
| – | – | 0.04% | 102 |
|
|
2015
Q1 | $65K | Hold |
1,611
| – | – | 0.03% | 100 |
|
|
2014
Q4 | $54K | Sell |
1,611
-1,511
| -48% | -$50.6K | 0.03% | 112 |
|
|
2014
Q3 | $107K | Hold |
3,122
| – | – | 0.06% | 132 |
|
|
2014
Q2 | $92K | Sell |
3,122
-1,511
| -33% | -$44.5K | 0.04% | 158 |
|
|
2014
Q1 | $132K | Sell |
4,633
-121
| -3% | -$3.45K | 0.06% | 121 |
|
|
2013
Q4 | $103K | Buy |
4,754
+3,022
| +174% | +$65.5K | 0.04% | 228 |
|
|
2013
Q3 | $34K | Buy |
+1,732
| New | +$34K | 0.02% | 298 |
|