Creative Planning’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
4,270
+392
| +10% | +$113K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $1.2M | Sell |
3,878
-1,053
| -21% | -$325K | ﹤0.01% | 1572 |
|
|
2024
Q4 | $1.74M | Buy |
4,931
+996
| +25% | +$351K | ﹤0.01% | 1223 |
|
|
2024
Q3 | $1.41M | Buy |
3,935
+322
| +9% | +$115K | ﹤0.01% | 1276 |
|
|
2024
Q2 | $1.15M | Buy |
3,613
+605
| +20% | +$193K | ﹤0.01% | 1297 |
|
|
2024
Q1 | $691K | Sell |
3,008
-338
| -10% | -$77.6K | ﹤0.01% | 1609 |
|
|
2023
Q4 | $736K | Buy |
3,346
+481
| +17% | +$106K | ﹤0.01% | 1439 |
|
|
2023
Q3 | $647K | Sell |
2,865
-40
| -1% | -$9.04K | ﹤0.01% | 1390 |
|
|
2023
Q2 | $641K | Buy |
2,905
+495
| +21% | +$109K | ﹤0.01% | 1396 |
|
|
2023
Q1 | $540K | Buy |
2,410
+330
| +16% | +$73.9K | ﹤0.01% | 1412 |
|
|
2022
Q4 | $578K | Buy |
2,080
+1,000
| +93% | +$278K | ﹤0.01% | 1345 |
|
|
2022
Q3 | $226K | Buy |
+1,080
| New | +$226K | ﹤0.01% | 1819 |
|
|
2021
Q2 | – | Sell |
-1,476
| Closed | -$247K | – | 2328 |
|
|
2021
Q1 | $247K | Buy |
+1,476
| New | +$247K | ﹤0.01% | 1892 |
|
|
2018
Q3 | – | Sell |
-8,001
| Closed | -$905K | – | 2006 |
|
|
2018
Q2 | $905K | Buy |
8,001
+52
| +0.7% | +$5.88K | ﹤0.01% | 793 |
|
|
2018
Q1 | $893K | Buy |
7,949
+1,648
| +26% | +$185K | ﹤0.01% | 790 |
|
|
2017
Q4 | $932K | Buy |
6,301
+1,023
| +19% | +$151K | ﹤0.01% | 766 |
|
|
2017
Q3 | $619K | Buy |
5,278
+628
| +14% | +$73.7K | ﹤0.01% | 940 |
|
|
2017
Q2 | $603K | Sell |
4,650
-811
| -15% | -$105K | ﹤0.01% | 919 |
|
|
2017
Q1 | $739K | Buy |
5,461
+747
| +16% | +$101K | ﹤0.01% | 783 |
|
|
2016
Q4 | $676K | Buy |
4,714
+1,335
| +40% | +$191K | ﹤0.01% | 789 |
|
|
2016
Q3 | $399K | Buy |
3,379
+969
| +40% | +$114K | ﹤0.01% | 1012 |
|
|
2016
Q2 | $255K | Buy |
2,410
+1,850
| +330% | +$196K | ﹤0.01% | 1131 |
|
|
2016
Q1 | $62K | Sell |
560
-4,210
| -88% | -$466K | ﹤0.01% | 1934 |
|
|
2015
Q4 | $747K | Sell |
4,770
-707
| -13% | -$111K | 0.01% | 600 |
|
|
2015
Q3 | $719K | Buy |
+5,477
| New | +$719K | 0.01% | 588 |
|
|
2015
Q2 | – | Sell |
-9,343
| Closed | -$1.61M | – | 2802 |
|
|
2015
Q1 | $1.61M | Buy |
9,343
+2,073
| +29% | +$357K | 0.02% | 328 |
|
|
2014
Q4 | $941K | Buy |
7,270
+1,450
| +25% | +$188K | 0.01% | 468 |
|
|
2014
Q3 | $749K | Sell |
5,820
-2,825
| -33% | -$364K | 0.01% | 510 |
|
|
2014
Q2 | $765K | Hold |
8,645
| – | – | 0.01% | 479 |
|
|
2014
Q1 | $813K | Buy |
8,645
+2,055
| +31% | +$193K | 0.01% | 436 |
|
|
2013
Q4 | $745K | Buy |
6,590
+237
| +4% | +$26.8K | 0.01% | 388 |
|
|
2013
Q3 | $501K | Buy |
6,353
+2,010
| +46% | +$159K | 0.01% | 451 |
|
|
2013
Q2 | $286K | Buy |
+4,343
| New | +$286K | 0.01% | 563 |
|