AIC
AWM Investment Company’s Universal Technical Institute UTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.3M | Sell |
422,700
-95,000
| -18% | -$3.22M | 1.61% | 20 |
|
|
2025
Q1 | $13.3M | Sell |
517,700
-19,000
| -4% | -$488K | 1.83% | 21 |
|
|
2024
Q4 | $13.8M | Sell |
536,700
-12,500
| -2% | -$321K | 1.68% | 27 |
|
|
2024
Q3 | $8.93M | Sell |
549,200
-30,700
| -5% | -$499K | 1.08% | 33 |
|
|
2024
Q2 | $9.12M | Sell |
579,900
-100
| -0% | -$1.57K | 1.23% | 27 |
|
|
2024
Q1 | $9.25M | Sell |
580,000
-543,053
| -48% | -$8.66M | 1.21% | 31 |
|
|
2023
Q4 | $14.1M | Hold |
1,123,053
| – | – | 1.85% | 15 |
|
|
2023
Q3 | $9.41M | Hold |
1,123,053
| – | – | 1.39% | 25 |
|
|
2023
Q2 | $7.76M | Buy |
1,123,053
+7,365
| +0.7% | +$50.9K | 1.05% | 29 |
|
|
2023
Q1 | $8.23M | Hold |
1,115,688
| – | – | 1.11% | 27 |
|
|
2022
Q4 | $7.5M | Sell |
1,115,688
-10,200
| -0.9% | -$68.5K | 1.08% | 31 |
|
|
2022
Q3 | $6.13M | Hold |
1,125,888
| – | – | 0.93% | 30 |
|
|
2022
Q2 | $8.03M | Sell |
1,125,888
-38,751
| -3% | -$276K | 1.26% | 26 |
|
|
2022
Q1 | $10.3M | Sell |
1,164,639
-129,936
| -10% | -$1.15M | 1.33% | 25 |
|
|
2021
Q4 | $10.1M | Hold |
1,294,575
| – | – | 1.02% | 27 |
|
|
2021
Q3 | $8.75M | Hold |
1,294,575
| – | – | 0.86% | 37 |
|
|
2021
Q2 | $8.4M | Buy |
1,294,575
+1,036,721
| +402% | +$6.73M | 0.83% | 42 |
|
|
2021
Q1 | $1.51M | Buy |
257,854
+99,073
| +62% | +$579K | 0.17% | 94 |
|
|
2020
Q4 | $1.03M | Buy |
+158,781
| New | +$1.03M | 0.13% | 89 |
|