Charles Schwab’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $641K | Buy |
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|
2024
Q3 | $644K | Sell |
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $692K | Sell |
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|
2023
Q4 | $1.19M | Sell |
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|
2023
Q3 | $1.25M | Buy |
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|
2023
Q2 | $1.32M | Sell |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.19M | Hold |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.46M | Hold |
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|
2021
Q3 | $1.35M | Hold |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.38M | Hold |
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|
2020
Q3 | $1.31M | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $941K | Hold |
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|
2019
Q3 | $835K | Hold |
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|
2019
Q2 | $834K | Buy |
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|
2019
Q1 | $744K | Buy |
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|
2018
Q4 | $659K | Buy |
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|
2018
Q3 | $731K | Buy |
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|
2018
Q2 | $823K | Hold |
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|
2018
Q1 | $738K | Buy |
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|
2017
Q4 | $535K | Sell |
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|
2017
Q3 | $567K | Hold |
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|
2017
Q2 | $558K | Sell |
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|
2017
Q1 | $604K | Hold |
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|
2016
Q4 | $706K | Hold |
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|
2016
Q3 | $580K | Hold |
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|
2016
Q2 | $611K | Hold |
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|
2016
Q1 | $607K | Sell |
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|
2015
Q4 | $574K | Hold |
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|
2015
Q3 | $528K | Hold |
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|
2015
Q2 | $585K | Buy |
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|
2015
Q1 | $420K | Hold |
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|
2014
Q4 | $421K | Hold |
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|
2014
Q3 | $342K | Hold |
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|
2014
Q2 | $361K | Hold |
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|
2014
Q1 | $405K | Hold |
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|
2013
Q4 | $401K | Hold |
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|
2013
Q3 | $427K | Hold |
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|
2013
Q2 | $392K | Buy |
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