CAPTRUST Financial Advisors’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.21M | Buy |
7,693
+964
| +14% | +$277K | ﹤0.01% | 932 |
|
2025
Q1 | $2.07M | Buy |
6,729
+3,278
| +95% | +$1.01M | 0.01% | 893 |
|
2024
Q4 | $1.22M | Sell |
3,451
-1
| -0% | -$353 | ﹤0.01% | 1132 |
|
2024
Q3 | $1.24M | Buy |
3,452
+124
| +4% | +$44.4K | ﹤0.01% | 1068 |
|
2024
Q2 | $1.06M | Sell |
3,328
-44
| -1% | -$14K | ﹤0.01% | 1105 |
|
2024
Q1 | $775K | Sell |
3,372
-3,090
| -48% | -$710K | ﹤0.01% | 1263 |
|
2023
Q4 | $1.42M | Buy |
6,462
+568
| +10% | +$125K | ﹤0.01% | 1072 |
|
2023
Q3 | $1.33M | Sell |
5,894
-3,330
| -36% | -$752K | 0.01% | 1043 |
|
2023
Q2 | $2.04M | Sell |
9,224
-4,967
| -35% | -$1.1M | 0.01% | 818 |
|
2023
Q1 | $3.18M | Sell |
14,191
-151,652
| -91% | -$34M | 0.01% | 594 |
|
2022
Q4 | $46.1M | Sell |
165,843
-1,547
| -0.9% | -$430K | 0.23% | 97 |
|
2022
Q3 | $35M | Buy |
167,390
+27,467
| +20% | +$5.75M | 0.2% | 106 |
|
2022
Q2 | $33M | Buy |
139,923
+118,733
| +560% | +$28M | 0.21% | 107 |
|
2022
Q1 | $3.8M | Sell |
21,190
-153
| -0.7% | -$27.5K | 0.02% | 432 |
|
2021
Q4 | $4.61M | Buy |
21,343
+6,292
| +42% | +$1.36M | 0.03% | 380 |
|
2021
Q3 | $2.78M | Buy |
15,051
+11,925
| +381% | +$2.2M | 0.02% | 444 |
|
2021
Q2 | $561K | Buy |
3,126
+39
| +1% | +$7K | 0.01% | 942 |
|
2021
Q1 | $516K | Buy |
3,087
+878
| +40% | +$147K | 0.01% | 943 |
|
2020
Q4 | $335K | Buy |
2,209
+445
| +25% | +$67.5K | ﹤0.01% | 972 |
|
2020
Q3 | $182K | Sell |
1,764
-860
| -33% | -$88.7K | ﹤0.01% | 1068 |
|
2020
Q2 | $318K | Hold |
2,624
| – | – | 0.01% | 853 |
|
2020
Q1 | $246K | Hold |
2,624
| – | – | 0.01% | 784 |
|
2019
Q4 | $230K | Buy |
+2,624
| New | +$230K | ﹤0.01% | 939 |
|
2019
Q1 | – | Sell |
-257
| Closed | -$28K | – | 1897 |
|
2018
Q4 | $28K | Buy |
257
+204
| +385% | +$22.2K | ﹤0.01% | 922 |
|
2018
Q3 | $7K | Buy |
+53
| New | +$7K | ﹤0.01% | 1306 |
|