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EP Wealth Advisors’s United Therapeutics UTHR Stock Holding History

EP Wealth Advisors’s Portfolio UTHR Stock Details UTHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$660K Buy
2,298
+114
+5% +$32.8K ﹤0.01% 675
2025
Q1 		$673K Buy
2,184
+499
+30% +$154K 0.01% 609
2024
Q4 		$595K Buy
1,685
+77
+5% +$27.2K ﹤0.01% 642
2024
Q3 		$576K Buy
+1,608
New +$576K 0.01% 643