Envestnet Asset Management’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $453K | Buy |
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|
2024
Q3 | $443K | Buy |
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|
2024
Q2 | $375K | Buy |
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|
2024
Q1 | $365K | Buy |
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|
2023
Q4 | $342K | Buy |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $346K | Buy |
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|
2022
Q4 | $362K | Buy |
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|
2022
Q3 | $305K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $229K | Hold |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $243K | Hold |
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|
2021
Q2 | $222K | Buy |
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|
2021
Q1 | $221K | Buy |
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