CIA
Compass Ion Advisors’s United Therapeutics UTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $721K | Sell |
2,508
-103
| -4% | -$29.6K | 0.08% | 134 |
|
|
2025
Q1 | $805K | Sell |
2,611
-76
| -3% | -$23.4K | 0.09% | 120 |
|
|
2024
Q4 | $948K | Hold |
2,687
| – | – | 0.11% | 105 |
|
|
2024
Q3 | $963K | Sell |
2,687
-205
| -7% | -$73.5K | 0.12% | 103 |
|
|
2024
Q2 | $664K | Hold |
2,892
| – | – | 0.09% | 121 |
|
|
2024
Q1 | $664K | Buy |
2,892
+101
| +4% | +$23.2K | 0.1% | 122 |
|
|
2023
Q4 | $614K | Sell |
2,791
-24
| -0.9% | -$5.28K | 0.1% | 126 |
|
|
2023
Q3 | $636K | Buy |
+2,815
| New | +$636K | 0.11% | 122 |
|