Carson Wealth (CWM LLC)’s Universal Health Realty Income Trust UHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Buy |
3,325
+1,155
| +53% | +$46.2K | ﹤0.01% | 2481 |
|
|
2025
Q1 | $89K | Buy |
2,170
+628
| +41% | +$25.8K | ﹤0.01% | 2515 |
|
|
2024
Q4 | $57K | Buy |
1,542
+105
| +7% | +$3.88K | ﹤0.01% | 2706 |
|
|
2024
Q3 | $66K | Sell |
1,437
-1,969
| -58% | -$90.4K | ﹤0.01% | 2482 |
|
|
2024
Q2 | $133K | Sell |
3,406
-228
| -6% | -$8.9K | ﹤0.01% | 1805 |
|
|
2024
Q1 | $133K | Buy |
3,634
+373
| +11% | +$13.7K | ﹤0.01% | 1717 |
|
|
2023
Q4 | $141K | Sell |
3,261
-58
| -2% | -$2.51K | ﹤0.01% | 1579 |
|
|
2023
Q3 | $134K | Buy |
3,319
+9
| +0.3% | +$363 | ﹤0.01% | 1478 |
|
|
2023
Q2 | $157K | Sell |
3,310
-1,284
| -28% | -$60.9K | ﹤0.01% | 1346 |
|
|
2023
Q1 | $221K | Buy |
4,594
+18
| +0.4% | +$866 | ﹤0.01% | 1158 |
|
|
2022
Q4 | $218K | Buy |
4,576
+1,341
| +41% | +$63.9K | ﹤0.01% | 1070 |
|
|
2022
Q3 | $140K | Hold |
3,235
| – | – | ﹤0.01% | 1188 |
|
|
2022
Q2 | $172K | Sell |
3,235
-76
| -2% | -$4.04K | ﹤0.01% | 1098 |
|
|
2022
Q1 | $193K | Hold |
3,311
| – | – | ﹤0.01% | 1049 |
|
|
2021
Q4 | $197K | Buy |
+3,311
| New | +$197K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2021
Q1 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2020
Q3 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2020
Q2 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2020
Q1 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2019
Q4 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2019
Q3 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2019
Q2 | $199K | Hold |
3,235
| – | – | ﹤0.01% | 908 |
|
|
2019
Q1 | $199K | Buy |
+3,235
| New | +$199K | ﹤0.01% | 908 |
|