Carson Wealth (CWM LLC)’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Sell |
19,427
-4,482
| -19% | -$2.23M | 0.03% | 493 |
|
|
2025
Q4 | $11.7M | Buy |
23,909
+14,720
| +160% | +$6.86M | 0.03% | 469 |
|
|
2025
Q3 | $3.85M | Buy |
9,189
+3,995
| +77% | +$1.34M | 0.01% | 824 |
|
|
2025
Q2 | $1.49M | Buy |
5,194
+3,487
| +204% | +$1.04M | 0.01% | 1061 |
|
|
2025
Q1 | $526K | Sell |
1,707
-3,184
| -65% | -$1.09M | ﹤0.01% | 1423 |
|
|
2024
Q4 | $1.73M | Buy |
4,891
+885
| +22% | +$325K | 0.01% | 841 |
|
|
2024
Q3 | $1.44M | Buy |
4,006
+2,083
| +108% | +$704K | 0.01% | 844 |
|
|
2024
Q2 | $613K | Buy |
1,923
+191
| +11% | +$50.6K | ﹤0.01% | 1109 |
|
|
2024
Q1 | $398K | Buy |
1,732
+1,062
| +159% | +$240K | ﹤0.01% | 1215 |
|
|
2023
Q4 | $147K | Buy |
670
+210
| +46% | +$48.4K | ﹤0.01% | 1562 |
|
|
2023
Q3 | $104K | Sell |
460
-13
| -3% | -$2.99K | ﹤0.01% | 1606 |
|
|
2023
Q2 | $104K | Sell |
473
-58
| -11% | -$12.8K | ﹤0.01% | 1550 |
|
|
2023
Q1 | $119K | Buy |
531
+73
| +16% | +$18K | ﹤0.01% | 1404 |
|
|
2022
Q4 | $127K | Buy |
458
+144
| +46% | +$36.4K | ﹤0.01% | 1273 |
|
|
2022
Q3 | $66K | Buy |
314
+179
| +133% | +$40K | ﹤0.01% | 1533 |
|
|
2022
Q2 | $32K | Sell |
135
-6
| -4% | -$1.22K | ﹤0.01% | 1855 |
|
|
2022
Q1 | $25K | Buy |
141
+41
| +41% | +$7.81K | ﹤0.01% | 1955 |
|
|
2021
Q4 | $22K | Buy |
+100
| New | +$19.6K | ﹤0.01% | 1952 |
|
|
2021
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2121 |
|
|
2021
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q4 | $10K | Hold |
56
| – | – | ﹤0.01% | 2120 |
|
|
2020
Q3 | $10K | Hold |
56
| – | – | ﹤0.01% | 2119 |
|
|
2020
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2118 |
|
|
2020
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q4 | $10K | Hold |
56
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q3 | $10K | Hold |
56
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2118 |
|
|
2019
Q1 | $10K | Buy |
56
+44
| +367% | +$5.13K | ﹤0.01% | 2118 |
|
|
2018
Q4 | $1K | Sell |
12
-45
| -79% | -$5.22K | ﹤0.01% | 2004 |
|
|
2018
Q3 | $7K | Buy |
57
+7
| +14% | +$866 | ﹤0.01% | 1268 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1162 |
|
|
2018
Q1 | $6K | Sell |
50
-50
| -50% | -$6.35K | ﹤0.01% | 983 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 781 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 852 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 731 |
|
|
2017
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 688 |
|
|
2016
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 671 |
|
|
2016
Q3 | $12K | Buy |
100
+50
| +100% | +$6.01K | ﹤0.01% | 663 |
|
|
2016
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 639 |
|
|
2016
Q1 | $6K | Buy |
+50
| New | +$6.33K | ﹤0.01% | 584 |
|
Other funds holding UTHR
ACA
VPM
VCM
