Copeland Capital Management’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 | $56.4K | Buy |
991
+140
| +16% | +$7.97K | ﹤0.01% | 197 |
|
|
2025
Q1 | $47.7K | Buy |
851
+44
| +5% | +$2.47K | ﹤0.01% | 200 |
|
|
2024
Q4 | $49.6K | Buy |
807
+13
| +2% | +$799 | ﹤0.01% | 195 |
|
|
2024
Q3 | $53.1K | Buy |
+794
| New | +$53.1K | ﹤0.01% | 178 |
|
|
2024
Q2 | – | Sell |
-343
| Closed | -$24.4K | – | 250 |
|
|
2024
Q1 | $24.4K | Buy |
343
+5
| +1% | +$356 | ﹤0.01% | 206 |
|
|
2023
Q4 | $28.5K | Hold |
338
| – | – | ﹤0.01% | 188 |
|
|
2023
Q3 | $29.1K | Buy |
338
+2
| +0.6% | +$172 | ﹤0.01% | 177 |
|
|
2023
Q2 | $31.3K | Sell |
336
-81
| -19% | -$7.55K | ﹤0.01% | 170 |
|
|
2023
Q1 | $40K | Buy |
417
+33
| +9% | +$3.17K | ﹤0.01% | 166 |
|
|
2022
Q4 | $39K | Buy |
384
+6
| +2% | +$609 | ﹤0.01% | 163 |
|
|
2022
Q3 | $32K | Buy |
378
+5
| +1% | +$423 | ﹤0.01% | 168 |
|
|
2022
Q2 | $32K | Buy |
373
+10
| +3% | +$858 | ﹤0.01% | 181 |
|
|
2022
Q1 | $33K | Buy |
363
+7
| +2% | +$636 | ﹤0.01% | 183 |
|
|
2021
Q4 | $36K | Sell |
356
-41
| -10% | -$4.15K | ﹤0.01% | 174 |
|
|
2021
Q3 | $37K | Hold |
397
| – | – | ﹤0.01% | 167 |
|
|
2021
Q2 | $34K | Buy |
397
+10
| +3% | +$856 | ﹤0.01% | 165 |
|
|
2021
Q1 | $34K | Buy |
387
+99
| +34% | +$8.7K | ﹤0.01% | 163 |
|
|
2020
Q4 | $24K | Hold |
288
| – | – | ﹤0.01% | 173 |
|
|
2020
Q3 | $23K | Buy |
288
+45
| +19% | +$3.59K | ﹤0.01% | 158 |
|
|
2020
Q2 | $22K | Buy |
243
+6
| +3% | +$543 | ﹤0.01% | 157 |
|
|
2020
Q1 | $22K | Buy |
237
+28
| +13% | +$2.6K | ﹤0.01% | 154 |
|
|
2019
Q4 | $23K | Sell |
209
-2
| -0.9% | -$220 | ﹤0.01% | 162 |
|
|
2019
Q3 | $20K | Hold |
211
| – | – | ﹤0.01% | 164 |
|
|
2019
Q2 | $20K | Buy |
211
+7
| +3% | +$664 | ﹤0.01% | 167 |
|
|
2019
Q1 | $18K | Buy |
204
+5
| +3% | +$441 | ﹤0.01% | 164 |
|
|
2018
Q4 | $17K | Buy |
+199
| New | +$17K | ﹤0.01% | 165 |
|