Crestwood Advisors Group’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 | $451K | Buy |
11,276
+34
| +0.3% | +$1.36K | 0.01% | 364 |
|
|
2025
Q1 | $460K | Buy |
11,242
+1,576
| +16% | +$64.6K | 0.01% | 351 |
|
|
2024
Q4 | $360K | Buy |
9,666
+16
| +0.2% | +$595 | 0.01% | 350 |
|
|
2024
Q3 | $441K | Hold |
9,650
| – | – | 0.01% | 306 |
|
|
2024
Q2 | $378K | Hold |
9,650
| – | – | 0.01% | 317 |
|
|
2024
Q1 | $354K | Buy |
9,650
+3,332
| +53% | +$122K | 0.01% | 326 |
|
|
2023
Q4 | $273K | Sell |
6,318
-342
| -5% | -$14.8K | 0.01% | 342 |
|
|
2023
Q3 | $269K | Buy |
+6,660
| New | +$269K | 0.01% | 307 |
|