Allworth Financial’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.4K | Buy |
+306
| New | +$12.7K | ﹤0.01% | 3361 |
|
|
2025
Q4 | – | Sell |
-280
| Closed | -$11K | – | 5293 |
|
|
2025
Q3 | $11K | Buy |
280
+87
| +45% | +$3.5K | ﹤0.01% | 3084 |
|
|
2025
Q2 | $7.71K | Sell |
193
-68
| -26% | -$2.67K | ﹤0.01% | 3024 |
|
|
2025
Q1 | $10K | Sell |
261
-144
| -36% | -$5.65K | ﹤0.01% | 2427 |
|
|
2024
Q4 | $15.3K | Sell |
405
-56
| -12% | -$2.28K | ﹤0.01% | 2258 |
|
|
2024
Q3 | $21.1K | Hold |
461
| – | – | ﹤0.01% | 1879 |
|
|
2024
Q2 | $18.8K | Buy |
461
+137
| +42% | +$5.01K | ﹤0.01% | 1920 |
|
|
2024
Q1 | $11.9K | Hold |
324
| – | – | ﹤0.01% | 2038 |
|
|
2023
Q4 | $14K | Hold |
324
| – | – | ﹤0.01% | 1845 |
|
|
2023
Q3 | $13.1K | Hold |
324
| – | – | ﹤0.01% | 1742 |
|
|
2023
Q2 | $15.4K | Hold |
324
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q1 | $15.6K | Hold |
324
| – | – | ﹤0.01% | 1599 |
|
|
2022
Q4 | $15.5K | Sell |
324
-3
| -0.9% | -$145 | ﹤0.01% | 1502 |
|
|
2022
Q3 | $14K | Sell |
327
-1
| -0.3% | -$51 | ﹤0.01% | 1460 |
|
|
2022
Q2 | $17K | Buy |
328
+4
| +1% | +$211 | ﹤0.01% | 1320 |
|
|
2022
Q1 | $19K | Buy |
+324
| New | +$18.8K | ﹤0.01% | 1287 |
|
|
2020
Q3 | – | Sell |
-76
| Closed | -$6K | – | 1271 |
|
|
2020
Q2 | $6K | Hold |
76
| – | – | ﹤0.01% | 838 |
|
|
2020
Q1 | $8K | Buy |
+76
| New | +$8.38K | ﹤0.01% | 768 |
|
|
2017
Q2 | – | Sell |
-635
| Closed | -$41K | – | 833 |
|
|
2017
Q1 | $41K | Hold |
635
| – | – | ﹤0.01% | 254 |
|
|
2016
Q4 | $42K | Hold |
635
| – | – | ﹤0.01% | 232 |
|
|
2016
Q3 | $40K | Hold |
635
| – | – | ﹤0.01% | 243 |
|
|
2016
Q2 | $36K | Hold |
635
| – | – | ﹤0.01% | 242 |
|
|
2016
Q1 | $36K | Hold |
635
| – | – | ﹤0.01% | 242 |
|
|
2015
Q4 | $32K | Hold |
635
| – | – | 0.01% | 249 |
|
|
2015
Q3 | $30K | Hold |
635
| – | – | 0.01% | 261 |
|
|
2015
Q2 | $30K | Hold |
635
| – | – | 0.01% | 262 |
|
|
2015
Q1 | $36K | Buy |
+635
| New | +$33.2K | 0.01% | 235 |
|
Other funds holding UHT
VPM
VCM
VIM
