Creative Planning’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Buy |
10,877
+1,896
| +21% | +$75.8K | ﹤0.01% | 2582 |
|
|
2025
Q1 | $368K | Buy |
8,981
+375
| +4% | +$15.4K | ﹤0.01% | 2566 |
|
|
2024
Q4 | $320K | Sell |
8,606
-2,055
| -19% | -$76.5K | ﹤0.01% | 2596 |
|
|
2024
Q3 | $488K | Buy |
10,661
+1,205
| +13% | +$55.1K | ﹤0.01% | 2130 |
|
|
2024
Q2 | $370K | Buy |
+9,456
| New | +$370K | ﹤0.01% | 2179 |
|
|
2020
Q2 | – | Sell |
-2,256
| Closed | -$227K | – | 1910 |
|
|
2020
Q1 | $227K | Hold |
2,256
| – | – | ﹤0.01% | 1313 |
|
|
2019
Q4 | $265K | Hold |
2,256
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q3 | $232K | Sell |
2,256
-2,400
| -52% | -$247K | ﹤0.01% | 1501 |
|
|
2019
Q2 | $395K | Buy |
4,656
+334
| +8% | +$28.3K | ﹤0.01% | 1199 |
|
|
2019
Q1 | $327K | Sell |
4,322
-232
| -5% | -$17.6K | ﹤0.01% | 1276 |
|
|
2018
Q4 | $279K | Hold |
4,554
| – | – | ﹤0.01% | 1269 |
|
|
2018
Q3 | $339K | Hold |
4,554
| – | – | ﹤0.01% | 1308 |
|
|
2018
Q2 | $291K | Sell |
4,554
-140
| -3% | -$8.95K | ﹤0.01% | 1382 |
|
|
2018
Q1 | $282K | Sell |
4,694
-600
| -11% | -$36K | ﹤0.01% | 1367 |
|
|
2017
Q4 | $398K | Hold |
5,294
| – | – | ﹤0.01% | 1192 |
|
|
2017
Q3 | $400K | Sell |
5,294
-156
| -3% | -$11.8K | ﹤0.01% | 1143 |
|
|
2017
Q2 | $433K | Buy |
5,450
+950
| +21% | +$75.5K | ﹤0.01% | 1081 |
|
|
2017
Q1 | $290K | Sell |
4,500
-100
| -2% | -$6.44K | ﹤0.01% | 1276 |
|
|
2016
Q4 | $302K | Hold |
4,600
| – | – | ﹤0.01% | 1173 |
|
|
2016
Q3 | $290K | Sell |
4,600
-1,398
| -23% | -$88.1K | ﹤0.01% | 1194 |
|
|
2016
Q2 | $343K | Buy |
5,998
+3,682
| +159% | +$211K | ﹤0.01% | 960 |
|
|
2016
Q1 | $130K | Buy |
2,316
+3
| +0.1% | +$168 | ﹤0.01% | 1468 |
|
|
2015
Q4 | $116K | Sell |
2,313
-198
| -8% | -$9.93K | ﹤0.01% | 1534 |
|
|
2015
Q3 | $118K | Buy |
+2,511
| New | +$118K | ﹤0.01% | 1495 |
|
|
2015
Q2 | – | Sell |
-2,505
| Closed | -$141K | – | 2780 |
|
|
2015
Q1 | $141K | Sell |
2,505
-231
| -8% | -$13K | ﹤0.01% | 1373 |
|
|
2014
Q4 | $132K | Buy |
2,736
+636
| +30% | +$30.7K | ﹤0.01% | 1385 |
|
|
2014
Q3 | $88K | Sell |
2,100
-48
| -2% | -$2.01K | ﹤0.01% | 1551 |
|
|
2014
Q2 | $93K | Buy |
2,148
+48
| +2% | +$2.08K | ﹤0.01% | 1469 |
|
|
2014
Q1 | $89K | Hold |
2,100
| – | – | ﹤0.01% | 1473 |
|
|
2013
Q4 | $84K | Buy |
2,100
+1,100
| +110% | +$44K | ﹤0.01% | 1302 |
|
|
2013
Q3 | $42K | Buy |
1,000
+400
| +67% | +$16.8K | ﹤0.01% | 1623 |
|
|
2013
Q2 | $26K | Buy |
+600
| New | +$26K | ﹤0.01% | 1772 |
|