Envestnet Asset Management’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
9,744
-410
| -4% | -$23.3K | ﹤0.01% | 3622 |
|
|
2025
Q1 | $569K | Buy |
10,154
+2,781
| +38% | +$156K | ﹤0.01% | 3542 |
|
|
2024
Q4 | $453K | Buy |
7,373
+750
| +11% | +$46.1K | ﹤0.01% | 3632 |
|
|
2024
Q3 | $443K | Buy |
6,623
+1,006
| +18% | +$67.3K | ﹤0.01% | 3599 |
|
|
2024
Q2 | $375K | Buy |
5,617
+488
| +10% | +$32.6K | ﹤0.01% | 3603 |
|
|
2024
Q1 | $365K | Buy |
5,129
+1,074
| +26% | +$76.4K | ﹤0.01% | 3619 |
|
|
2023
Q4 | $342K | Buy |
4,055
+105
| +3% | +$8.84K | ﹤0.01% | 3544 |
|
|
2023
Q3 | $340K | Buy |
3,950
+85
| +2% | +$7.31K | ﹤0.01% | 3465 |
|
|
2023
Q2 | $360K | Buy |
3,865
+211
| +6% | +$19.7K | ﹤0.01% | 3391 |
|
|
2023
Q1 | $346K | Buy |
3,654
+51
| +1% | +$4.83K | ﹤0.01% | 3368 |
|
|
2022
Q4 | $362K | Buy |
3,603
+24
| +0.7% | +$2.41K | ﹤0.01% | 3300 |
|
|
2022
Q3 | $305K | Sell |
3,579
-11
| -0.3% | -$937 | ﹤0.01% | 3335 |
|
|
2022
Q2 | $308K | Buy |
3,590
+1,040
| +41% | +$89.2K | ﹤0.01% | 3338 |
|
|
2022
Q1 | $229K | Hold |
2,550
| – | – | ﹤0.01% | 3613 |
|
|
2021
Q4 | $255K | Sell |
2,550
-64
| -2% | -$6.4K | ﹤0.01% | 3506 |
|
|
2021
Q3 | $243K | Hold |
2,614
| – | – | ﹤0.01% | 3411 |
|
|
2021
Q2 | $222K | Buy |
2,614
+64
| +3% | +$5.44K | ﹤0.01% | 3440 |
|
|
2021
Q1 | $221K | Buy |
+2,550
| New | +$221K | ﹤0.01% | 3292 |
|