Advisory Services Network’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,600
| Closed | -$258K | – | 1848 |
|
|
2025
Q1 | $258K | Buy |
+4,600
| New | +$258K | 0.01% | 1400 |
|
|
2024
Q4 | – | Sell |
-4,793
| Closed | -$320K | – | 1725 |
|
|
2024
Q3 | $320K | Hold |
4,793
| – | – | 0.01% | 1184 |
|
|
2024
Q2 | $320K | Sell |
4,793
-141
| -3% | -$9.42K | 0.01% | 1184 |
|
|
2024
Q1 | $351K | Buy |
4,934
+49
| +1% | +$3.48K | 0.01% | 1084 |
|
|
2023
Q4 | $411K | Buy |
4,885
+1,579
| +48% | +$133K | 0.01% | 980 |
|
|
2023
Q3 | $284K | Buy |
3,306
+1
| +0% | +$86 | 0.01% | 1160 |
|
|
2023
Q2 | $308K | Sell |
3,305
-21
| -0.6% | -$1.96K | 0.01% | 1115 |
|
|
2023
Q1 | $315K | Buy |
3,326
+1
| +0% | +$95 | 0.01% | 1112 |
|
|
2022
Q4 | $334K | Buy |
3,325
+2
| +0.1% | +$201 | 0.01% | 1035 |
|
|
2022
Q3 | $283K | Buy |
3,323
+2
| +0.1% | +$170 | 0.01% | 1048 |
|
|
2022
Q2 | $285K | Buy |
3,321
+2
| +0.1% | +$172 | 0.01% | 1092 |
|
|
2022
Q1 | $298K | Hold |
3,319
| – | – | 0.01% | 1159 |
|
|
2021
Q4 | $332K | Buy |
3,319
+12
| +0.4% | +$1.2K | 0.01% | 1065 |
|
|
2021
Q3 | $307K | Buy |
3,307
+1
| +0% | +$93 | 0.01% | 1092 |
|
|
2021
Q2 | $281K | Buy |
3,306
+59
| +2% | +$5.02K | 0.01% | 1120 |
|
|
2021
Q1 | $281K | Buy |
3,247
+385
| +13% | +$33.3K | 0.01% | 1058 |
|
|
2020
Q4 | $241K | Hold |
2,862
| – | – | 0.01% | 993 |
|
|
2020
Q3 | $229K | Hold |
2,862
| – | – | 0.01% | 923 |
|
|
2020
Q2 | $254K | Sell |
2,862
-2,058
| -42% | -$183K | 0.01% | 860 |
|
|
2020
Q1 | $463K | Sell |
4,920
-280
| -5% | -$26.4K | 0.03% | 542 |
|
|
2019
Q4 | $561K | Sell |
5,200
-140
| -3% | -$15.1K | 0.03% | 595 |
|
|
2019
Q3 | $511K | Hold |
5,340
| – | – | 0.03% | 550 |
|
|
2019
Q2 | $511K | Sell |
5,340
-40
| -0.7% | -$3.83K | 0.03% | 549 |
|
|
2019
Q1 | $475K | Sell |
5,380
-180
| -3% | -$15.9K | 0.03% | 534 |
|
|
2018
Q4 | $462K | Buy |
5,560
+40
| +0.7% | +$3.32K | 0.04% | 485 |
|
|
2018
Q3 | $520K | Buy |
5,520
+1,625
| +42% | +$153K | 0.04% | 506 |
|
|
2018
Q2 | $374K | Buy |
3,895
+170
| +5% | +$16.3K | 0.03% | 579 |
|
|
2018
Q1 | $368K | Buy |
3,725
+35
| +0.9% | +$3.46K | 0.03% | 602 |
|
|
2017
Q4 | $300K | Buy |
3,690
+150
| +4% | +$12.2K | 0.03% | 640 |
|
|
2017
Q3 | $260K | Buy |
3,540
+2,690
| +316% | +$198K | 0.03% | 570 |
|
|
2017
Q2 | $62K | Hold |
850
| – | – | 0.01% | 982 |
|
|
2017
Q1 | $53K | Buy |
+850
| New | +$53K | 0.01% | 979 |
|
|
2016
Q3 | $51K | Hold |
850
| – | – | 0.01% | 869 |
|
|
2016
Q2 | $54K | Hold |
850
| – | – | 0.01% | 760 |
|
|
2016
Q1 | $53K | Hold |
850
| – | – | 0.01% | 646 |
|
|
2015
Q4 | $50K | Hold |
850
| – | – | 0.02% | 584 |
|
|
2015
Q3 | $46K | Buy |
+850
| New | +$46K | 0.01% | 547 |
|