Carson Wealth (CWM LLC)’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 | $1.49M | Buy |
5,194
+3,487
| +204% | +$1M | 0.01% | 1060 |
|
|
2025
Q1 | $526K | Sell |
1,707
-3,184
| -65% | -$981K | ﹤0.01% | 1421 |
|
|
2024
Q4 | $1.73M | Buy |
4,891
+885
| +22% | +$312K | 0.01% | 841 |
|
|
2024
Q3 | $1.44M | Buy |
4,006
+2,083
| +108% | +$747K | 0.01% | 843 |
|
|
2024
Q2 | $613K | Buy |
1,923
+191
| +11% | +$60.9K | ﹤0.01% | 1108 |
|
|
2024
Q1 | $398K | Buy |
1,732
+1,062
| +159% | +$244K | ﹤0.01% | 1214 |
|
|
2023
Q4 | $147K | Buy |
670
+210
| +46% | +$46.1K | ﹤0.01% | 1560 |
|
|
2023
Q3 | $104K | Sell |
460
-13
| -3% | -$2.94K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $104K | Sell |
473
-58
| -11% | -$12.8K | ﹤0.01% | 1548 |
|
|
2023
Q1 | $119K | Buy |
531
+73
| +16% | +$16.4K | ﹤0.01% | 1401 |
|
|
2022
Q4 | $127K | Buy |
458
+144
| +46% | +$39.9K | ﹤0.01% | 1271 |
|
|
2022
Q3 | $66K | Buy |
314
+179
| +133% | +$37.6K | ﹤0.01% | 1531 |
|
|
2022
Q2 | $32K | Sell |
135
-6
| -4% | -$1.42K | ﹤0.01% | 1853 |
|
|
2022
Q1 | $25K | Buy |
141
+41
| +41% | +$7.27K | ﹤0.01% | 1952 |
|
|
2021
Q4 | $22K | Buy |
+100
| New | +$22K | ﹤0.01% | 1950 |
|
|
2021
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2021
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q4 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q3 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2020
Q1 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q4 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q3 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q2 | $10K | Hold |
56
| – | – | ﹤0.01% | 2115 |
|
|
2019
Q1 | $10K | Buy |
56
+44
| +367% | +$7.86K | ﹤0.01% | 2115 |
|
|
2018
Q4 | $1K | Sell |
12
-45
| -79% | -$3.75K | ﹤0.01% | 1998 |
|
|
2018
Q3 | $7K | Buy |
57
+7
| +14% | +$860 | ﹤0.01% | 1265 |
|
|
2018
Q2 | $6K | Hold |
50
| – | – | ﹤0.01% | 1158 |
|
|
2018
Q1 | $6K | Sell |
50
-50
| -50% | -$6K | ﹤0.01% | 982 |
|
|
2017
Q4 | $15K | Hold |
100
| – | – | ﹤0.01% | 780 |
|
|
2017
Q3 | $12K | Hold |
100
| – | – | ﹤0.01% | 851 |
|
|
2017
Q2 | $13K | Hold |
100
| – | – | ﹤0.01% | 730 |
|
|
2017
Q1 | $14K | Hold |
100
| – | – | ﹤0.01% | 687 |
|
|
2016
Q4 | $14K | Hold |
100
| – | – | ﹤0.01% | 670 |
|
|
2016
Q3 | $12K | Buy |
100
+50
| +100% | +$6K | ﹤0.01% | 662 |
|
|
2016
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 636 |
|
|
2016
Q1 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 583 |
|