Charles Schwab’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
11,221
+969
| +9% | +$55.2K | ﹤0.01% | 3045 |
|
|
2025
Q1 | $575K | Sell |
10,252
-179
| -2% | -$10K | ﹤0.01% | 3030 |
|
|
2024
Q4 | $641K | Buy |
10,431
+813
| +8% | +$50K | ﹤0.01% | 3066 |
|
|
2024
Q3 | $644K | Sell |
9,618
-12
| -0.1% | -$803 | ﹤0.01% | 3066 |
|
|
2024
Q2 | $643K | Sell |
9,630
-99
| -1% | -$6.61K | ﹤0.01% | 3089 |
|
|
2024
Q1 | $692K | Sell |
9,729
-4,443
| -31% | -$316K | ﹤0.01% | 2906 |
|
|
2023
Q4 | $1.19M | Sell |
14,172
-330
| -2% | -$27.8K | ﹤0.01% | 2773 |
|
|
2023
Q3 | $1.25M | Buy |
14,502
+311
| +2% | +$26.7K | ﹤0.01% | 2724 |
|
|
2023
Q2 | $1.32M | Sell |
14,191
-62
| -0.4% | -$5.78K | ﹤0.01% | 2673 |
|
|
2023
Q1 | $1.35M | Buy |
14,253
+166
| +1% | +$15.7K | ﹤0.01% | 2632 |
|
|
2022
Q4 | $1.42M | Buy |
14,087
+171
| +1% | +$17.2K | ﹤0.01% | 2662 |
|
|
2022
Q3 | $1.19M | Hold |
13,916
| – | – | ﹤0.01% | 2732 |
|
|
2022
Q2 | $1.2M | Sell |
13,916
-946
| -6% | -$81.3K | ﹤0.01% | 2724 |
|
|
2022
Q1 | $1.34M | Buy |
14,862
+304
| +2% | +$27.3K | ﹤0.01% | 2763 |
|
|
2021
Q4 | $1.46M | Hold |
14,558
| – | – | ﹤0.01% | 2789 |
|
|
2021
Q3 | $1.35M | Hold |
14,558
| – | – | ﹤0.01% | 2783 |
|
|
2021
Q2 | $1.24M | Sell |
14,558
-2,182
| -13% | -$186K | ﹤0.01% | 2855 |
|
|
2021
Q1 | $1.45M | Buy |
16,740
+323
| +2% | +$28K | ﹤0.01% | 2736 |
|
|
2020
Q4 | $1.38M | Hold |
16,417
| – | – | ﹤0.01% | 2686 |
|
|
2020
Q3 | $1.31M | Sell |
16,417
-251
| -2% | -$20.1K | ﹤0.01% | 2617 |
|
|
2020
Q2 | $1.48M | Buy |
16,668
+3,417
| +26% | +$303K | ﹤0.01% | 2522 |
|
|
2020
Q1 | $1.25M | Buy |
13,251
+4,539
| +52% | +$427K | ﹤0.01% | 2437 |
|
|
2019
Q4 | $941K | Hold |
8,712
| – | – | ﹤0.01% | 2617 |
|
|
2019
Q3 | $835K | Hold |
8,712
| – | – | ﹤0.01% | 2622 |
|
|
2019
Q2 | $834K | Buy |
8,712
+287
| +3% | +$27.5K | ﹤0.01% | 2632 |
|
|
2019
Q1 | $744K | Buy |
8,425
+504
| +6% | +$44.5K | ﹤0.01% | 2639 |
|
|
2018
Q4 | $659K | Buy |
7,921
+170
| +2% | +$14.1K | ﹤0.01% | 2664 |
|
|
2018
Q3 | $731K | Buy |
7,751
+286
| +4% | +$27K | ﹤0.01% | 2714 |
|
|
2018
Q2 | $823K | Hold |
7,465
| – | – | ﹤0.01% | 2644 |
|
|
2018
Q1 | $738K | Buy |
7,465
+900
| +14% | +$89K | ﹤0.01% | 2613 |
|
|
2017
Q4 | $535K | Sell |
6,565
-1,135
| -15% | -$92.5K | ﹤0.01% | 2707 |
|
|
2017
Q3 | $567K | Hold |
7,700
| – | – | ﹤0.01% | 2682 |
|
|
2017
Q2 | $558K | Sell |
7,700
-1,991
| -21% | -$144K | ﹤0.01% | 2651 |
|
|
2017
Q1 | $604K | Hold |
9,691
| – | – | ﹤0.01% | 2580 |
|
|
2016
Q4 | $706K | Hold |
9,691
| – | – | ﹤0.01% | 2539 |
|
|
2016
Q3 | $580K | Hold |
9,691
| – | – | ﹤0.01% | 2566 |
|
|
2016
Q2 | $611K | Hold |
9,691
| – | – | ﹤0.01% | 2521 |
|
|
2016
Q1 | $607K | Sell |
9,691
-109
| -1% | -$6.83K | ﹤0.01% | 2502 |
|
|
2015
Q4 | $574K | Hold |
9,800
| – | – | ﹤0.01% | 2595 |
|
|
2015
Q3 | $528K | Hold |
9,800
| – | – | ﹤0.01% | 2596 |
|
|
2015
Q2 | $585K | Buy |
9,800
+2,800
| +40% | +$167K | ﹤0.01% | 2623 |
|
|
2015
Q1 | $420K | Hold |
7,000
| – | – | ﹤0.01% | 2690 |
|
|
2014
Q4 | $421K | Hold |
7,000
| – | – | ﹤0.01% | 2688 |
|
|
2014
Q3 | $342K | Hold |
7,000
| – | – | ﹤0.01% | 2736 |
|
|
2014
Q2 | $361K | Hold |
7,000
| – | – | ﹤0.01% | 2776 |
|
|
2014
Q1 | $405K | Hold |
7,000
| – | – | ﹤0.01% | 2679 |
|
|
2013
Q4 | $401K | Hold |
7,000
| – | – | ﹤0.01% | 2666 |
|
|
2013
Q3 | $427K | Hold |
7,000
| – | – | ﹤0.01% | 2607 |
|
|
2013
Q2 | $392K | Buy |
+7,000
| New | +$392K | ﹤0.01% | 2623 |
|