CAZ Investments’s UpHealth, Inc. UPH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-20,000
Closed -$1K 34
2024
Q3
$1K Hold
20,000
﹤0.01% 32
2024
Q2
$8K Hold
20,000
﹤0.01% 34
2024
Q1
$21K Hold
20,000
0.04% 34
2023
Q4
$5K Hold
20,000
0.01% 41
2023
Q3
$20K Hold
20,000
0.04% 38
2023
Q2
$38K Hold
20,000
0.05% 37
2023
Q1
$30K Sell
20,000
-16,626
-45% -$36.7K 0.06% 39
2022
Q4
$60K Buy
+36,626
New +$143K 0.11% 41

CAZ Investments's UPH Position: Q4 2024 in Review

CAZ Investments sold out of UpHealth, Inc. (UPH) in Q4 2024, closing a stake of 20,000 shares — an estimated $1K sold.

CAZ Investments first reported a position in UPH in Q4 2022 and held it in 8 quarters. The position peaked at $60K in Q4 2022. 0 funds tracked by Wall St. Rank hold UPH as of Q4 2024.

  • CAZ Investments reported no remaining UpHealth, Inc. position as of Q4 2024 after selling out during the quarter.
  • CAZ Investments sold 20,000 UpHealth, Inc. shares in Q4 2024, an estimated $1K.
  • CAZ Investments first reported a position in UpHealth, Inc. in Q4 2022 and held it in 8 quarters.
  • CAZ Investments's UpHealth, Inc. position peaked at $60K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held UpHealth, Inc. as of Q4 2024.

Based on CAZ Investments's 13F filing for Q4 2024, filed 12 Feb 2025.