Charles Schwab’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.94M | Buy |
123,568
+3,870
| +3% | +$155K | ﹤0.01% | 2341 |
|
|
2025
Q1 | $4.9M | Sell |
119,698
-1,066
| -0.9% | -$43.7K | ﹤0.01% | 2280 |
|
|
2024
Q4 | $4.49M | Buy |
120,764
+2,241
| +2% | +$83.4K | ﹤0.01% | 2377 |
|
|
2024
Q3 | $5.42M | Buy |
118,523
+2,178
| +2% | +$99.6K | ﹤0.01% | 2333 |
|
|
2024
Q2 | $4.55M | Buy |
116,345
+11,954
| +11% | +$468K | ﹤0.01% | 2399 |
|
|
2024
Q1 | $3.83M | Buy |
104,391
+2,130
| +2% | +$78.2K | ﹤0.01% | 2385 |
|
|
2023
Q4 | $4.42M | Buy |
102,261
+2,895
| +3% | +$125K | ﹤0.01% | 2364 |
|
|
2023
Q3 | $4.02M | Buy |
99,366
+2,167
| +2% | +$87.6K | ﹤0.01% | 2349 |
|
|
2023
Q2 | $4.62M | Buy |
97,199
+432
| +0.4% | +$20.6K | ﹤0.01% | 2262 |
|
|
2023
Q1 | $4.66M | Buy |
96,767
+1,769
| +2% | +$85.1K | ﹤0.01% | 2238 |
|
|
2022
Q4 | $4.53M | Buy |
94,998
+2,612
| +3% | +$125K | ﹤0.01% | 2260 |
|
|
2022
Q3 | $3.99M | Buy |
92,386
+1,480
| +2% | +$64K | ﹤0.01% | 2334 |
|
|
2022
Q2 | $4.84M | Sell |
90,906
-1,969
| -2% | -$105K | ﹤0.01% | 2202 |
|
|
2022
Q1 | $5.42M | Sell |
92,875
-9,794
| -10% | -$572K | ﹤0.01% | 2239 |
|
|
2021
Q4 | $6.11M | Buy |
102,669
+1,986
| +2% | +$118K | ﹤0.01% | 2248 |
|
|
2021
Q3 | $5.57M | Buy |
100,683
+504
| +0.5% | +$27.9K | ﹤0.01% | 2325 |
|
|
2021
Q2 | $6.17M | Sell |
100,179
-59,910
| -37% | -$3.69M | ﹤0.01% | 2242 |
|
|
2021
Q1 | $10.9M | Buy |
160,089
+4,533
| +3% | +$307K | ﹤0.01% | 1914 |
|
|
2020
Q4 | $10M | Buy |
155,556
+437
| +0.3% | +$28.1K | ﹤0.01% | 1868 |
|
|
2020
Q3 | $8.84M | Buy |
155,119
+17,959
| +13% | +$1.02M | ﹤0.01% | 1775 |
|
|
2020
Q2 | $10.9M | Sell |
137,160
-53,449
| -28% | -$4.25M | 0.01% | 1597 |
|
|
2020
Q1 | $19.2M | Buy |
190,609
+5,354
| +3% | +$540K | 0.01% | 1042 |
|
|
2019
Q4 | $21.7M | Buy |
185,255
+5,115
| +3% | +$600K | 0.01% | 1149 |
|
|
2019
Q3 | $18.5M | Buy |
180,140
+5,727
| +3% | +$589K | 0.01% | 1193 |
|
|
2019
Q2 | $14.8M | Buy |
174,413
+5,018
| +3% | +$426K | 0.01% | 1352 |
|
|
2019
Q1 | $12.8M | Buy |
169,395
+6,794
| +4% | +$514K | 0.01% | 1429 |
|
|
2018
Q4 | $9.98M | Sell |
162,601
-33
| -0% | -$2.03K | 0.01% | 1458 |
|
|
2018
Q3 | $12.1M | Buy |
162,634
+8,111
| +5% | +$604K | 0.01% | 1502 |
|
|
2018
Q2 | $9.89M | Buy |
154,523
+8,754
| +6% | +$560K | 0.01% | 1610 |
|
|
2018
Q1 | $8.76M | Buy |
145,769
+6,384
| +5% | +$384K | 0.01% | 1585 |
|
|
2017
Q4 | $10.5M | Buy |
139,385
+6,603
| +5% | +$496K | 0.01% | 1444 |
|
|
2017
Q3 | $10M | Buy |
132,782
+5,661
| +4% | +$427K | 0.01% | 1427 |
|
|
2017
Q2 | $10.1M | Buy |
127,121
+8,726
| +7% | +$694K | 0.01% | 1343 |
|
|
2017
Q1 | $7.64M | Buy |
118,395
+13,592
| +13% | +$877K | 0.01% | 1493 |
|
|
2016
Q4 | $6.88M | Sell |
104,803
-496
| -0.5% | -$32.5K | 0.01% | 1527 |
|
|
2016
Q3 | $6.64M | Buy |
105,299
+6,219
| +6% | +$392K | 0.01% | 1453 |
|
|
2016
Q2 | $5.67M | Buy |
99,080
+14,136
| +17% | +$808K | 0.01% | 1486 |
|
|
2016
Q1 | $4.78M | Buy |
84,944
+2,168
| +3% | +$122K | 0.01% | 1544 |
|
|
2015
Q4 | $4.14M | Buy |
82,776
+4,013
| +5% | +$201K | 0.01% | 1647 |
|
|
2015
Q3 | $3.7M | Sell |
78,763
-3,092
| -4% | -$145K | 0.01% | 1664 |
|
|
2015
Q2 | $3.8M | Buy |
81,855
+10,595
| +15% | +$492K | 0.01% | 1728 |
|
|
2015
Q1 | $4.01M | Buy |
71,260
+3,292
| +5% | +$185K | 0.01% | 1657 |
|
|
2014
Q4 | $3.27M | Buy |
67,968
+13,242
| +24% | +$637K | ﹤0.01% | 1722 |
|
|
2014
Q3 | $2.28M | Sell |
54,726
-1,815
| -3% | -$75.7K | ﹤0.01% | 1892 |
|
|
2014
Q2 | $2.46M | Sell |
56,541
-2,296
| -4% | -$99.9K | ﹤0.01% | 1876 |
|
|
2014
Q1 | $2.49M | Buy |
58,837
+6,954
| +13% | +$294K | ﹤0.01% | 1830 |
|
|
2013
Q4 | $2.08M | Buy |
51,883
+2,032
| +4% | +$81.4K | ﹤0.01% | 1898 |
|
|
2013
Q3 | $2.12M | Buy |
49,851
+6,054
| +14% | +$257K | ﹤0.01% | 1806 |
|
|
2013
Q2 | $1.92M | Buy |
+43,797
| New | +$1.92M | ﹤0.01% | 1784 |
|