Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Buy |
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|
2025
Q2 | $133K | Buy |
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|
2025
Q1 | $89K | Buy |
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|
2024
Q4 | $57K | Buy |
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|
2024
Q3 | $66K | Sell |
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|
2024
Q2 | $133K | Sell |
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|
2024
Q1 | $133K | Buy |
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|
2023
Q4 | $141K | Sell |
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|
2023
Q3 | $134K | Buy |
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|
2023
Q2 | $157K | Sell |
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|
2023
Q1 | $221K | Buy |
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|
2022
Q4 | $218K | Buy |
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|
2022
Q3 | $140K | Hold |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $193K | Hold |
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|
2021
Q4 | $197K | Buy |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $199K | Hold |
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|
2020
Q4 | $199K | Hold |
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|
2020
Q3 | $199K | Hold |
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|
2020
Q2 | $199K | Hold |
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|
2020
Q1 | $199K | Hold |
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|
2019
Q4 | $199K | Hold |
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|
2019
Q3 | $199K | Hold |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $199K | Buy |
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