Creative Planning’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Buy |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $368K | Buy |
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|
2024
Q4 | $320K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $370K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $227K | Hold |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $395K | Buy |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $279K | Hold |
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|
2018
Q3 | $339K | Hold |
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|
2018
Q2 | $291K | Sell |
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|
2018
Q1 | $282K | Sell |
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|
2017
Q4 | $398K | Hold |
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $433K | Buy |
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|
2017
Q1 | $290K | Sell |
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|
2016
Q4 | $302K | Hold |
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|
2016
Q3 | $290K | Sell |
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|
2016
Q2 | $343K | Buy |
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|
2016
Q1 | $130K | Buy |
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|
2015
Q4 | $116K | Sell |
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|
2015
Q3 | $118K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $141K | Sell |
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|
2014
Q4 | $132K | Buy |
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|
2014
Q3 | $88K | Sell |
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|
2014
Q2 | $93K | Buy |
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|
2014
Q1 | $89K | Hold |
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|
2013
Q4 | $84K | Buy |
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|
2013
Q3 | $42K | Buy |
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|
2013
Q2 | $26K | Buy |
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