WealthPLAN Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,579
| Closed | -$10.6K | – | 1103 |
|
|
2023
Q2 | $10.6K | Sell |
1,579
-876
| -36% | -$5.88K | ﹤0.01% | 786 |
|
|
2023
Q1 | $20.9K | Buy |
+2,455
| New | +$20.9K | ﹤0.01% | 719 |
|
|
2019
Q3 | – | Sell |
-117,129
| Closed | -$2.09M | – | 244 |
|
|
2019
Q2 | $2.09M | Sell |
117,129
-21,700
| -16% | -$387K | 0.31% | 78 |
|
|
2019
Q1 | $2.63M | Buy |
138,829
+1,814
| +1% | +$34.4K | 0.41% | 70 |
|
|
2018
Q4 | $2.61M | Buy |
137,015
+2,015
| +1% | +$38.4K | 0.42% | 71 |
|
|
2018
Q3 | $2.62M | Buy |
135,000
+6,509
| +5% | +$126K | 0.48% | 60 |
|
|
2018
Q2 | $2.71M | Sell |
128,491
-24,081
| -16% | -$508K | 0.56% | 54 |
|
|
2018
Q1 | $2.19M | Buy |
152,572
+25,637
| +20% | +$368K | 0.48% | 59 |
|
|
2017
Q4 | $1.69M | Buy |
126,935
+5,322
| +4% | +$70.9K | 0.45% | 60 |
|
|
2017
Q3 | $1.83M | Buy |
121,613
+8,297
| +7% | +$125K | 0.51% | 48 |
|
|
2017
Q2 | $2.28M | Buy |
113,316
+111,160
| +5,156% | +$2.24M | 0.66% | 42 |
|
|
2017
Q1 | $40K | Buy |
+2,156
| New | +$40K | 0.14% | 128 |
|
|
2016
Q3 | $320K | Sell |
9,484
-10,380
| -52% | -$350K | 0.1% | 112 |
|
|
2016
Q2 | $343K | Buy |
+19,864
| New | +$343K | 0.04% | 265 |
|