Everett Harris & Co’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 | $995K | Buy |
17,478
+362
| +2% | +$20.6K | 0.01% | 159 |
|
|
2025
Q1 | $959K | Buy |
17,116
+13,114
| +328% | +$735K | 0.01% | 149 |
|
|
2024
Q4 | $246K | Sell |
4,002
-1,230
| -24% | -$75.6K | ﹤0.01% | 265 |
|
|
2024
Q3 | $350K | Sell |
5,232
-2,770
| -35% | -$185K | ﹤0.01% | 219 |
|
|
2024
Q2 | $535K | Sell |
8,002
-6,336
| -44% | -$423K | 0.01% | 177 |
|
|
2024
Q1 | $1.02M | Sell |
14,338
-490
| -3% | -$34.8K | 0.01% | 134 |
|
|
2023
Q4 | $1.25M | Buy |
14,828
+517
| +4% | +$43.5K | 0.02% | 121 |
|
|
2023
Q3 | $1.23M | Buy |
14,311
+385
| +3% | +$33.1K | 0.02% | 116 |
|
|
2023
Q2 | $1.3M | Buy |
13,926
+106
| +0.8% | +$9.88K | 0.02% | 119 |
|
|
2023
Q1 | $1.31M | Buy |
13,820
+15
| +0.1% | +$1.42K | 0.02% | 118 |
|
|
2022
Q4 | $1.39M | Buy |
13,805
+45
| +0.3% | +$4.52K | 0.02% | 114 |
|
|
2022
Q3 | $1.17M | Buy |
13,760
+120
| +0.9% | +$10.2K | 0.02% | 117 |
|
|
2022
Q2 | $1.17M | Buy |
13,640
+215
| +2% | +$18.5K | 0.02% | 127 |
|
|
2022
Q1 | $1.21M | Sell |
13,425
-305
| -2% | -$27.4K | 0.02% | 134 |
|
|
2021
Q4 | $1.37M | Sell |
13,730
-950
| -6% | -$95K | 0.02% | 121 |
|
|
2021
Q3 | $1.36M | Buy |
14,680
+1,100
| +8% | +$102K | 0.02% | 123 |
|
|
2021
Q2 | $1.16M | Buy |
13,580
+1,695
| +14% | +$144K | 0.02% | 137 |
|
|
2021
Q1 | $1.03M | Buy |
11,885
+970
| +9% | +$84K | 0.02% | 136 |
|
|
2020
Q4 | $920K | Buy |
10,915
+765
| +8% | +$64.5K | 0.02% | 137 |
|
|
2020
Q3 | $811K | Buy |
10,150
+2,220
| +28% | +$177K | 0.02% | 140 |
|
|
2020
Q2 | $703K | Buy |
7,930
+85
| +1% | +$7.54K | 0.02% | 145 |
|
|
2020
Q1 | $738K | Buy |
7,845
+1,521
| +24% | +$143K | 0.02% | 133 |
|
|
2019
Q4 | $682K | Sell |
6,324
-2,811
| -31% | -$303K | 0.02% | 159 |
|
|
2019
Q3 | $875K | Hold |
9,135
| – | – | 0.02% | 136 |
|
|
2019
Q2 | $874K | Buy |
9,135
+6,360
| +229% | +$608K | 0.02% | 140 |
|
|
2019
Q1 | $245K | Sell |
2,775
-305
| -10% | -$26.9K | 0.01% | 220 |
|
|
2018
Q4 | $256K | Sell |
3,080
-40
| -1% | -$3.33K | 0.01% | 206 |
|
|
2018
Q3 | $294K | Buy |
3,120
+135
| +5% | +$12.7K | 0.01% | 211 |
|
|
2018
Q2 | $329K | Sell |
2,985
-560
| -16% | -$61.7K | 0.01% | 203 |
|
|
2018
Q1 | $350K | Hold |
3,545
| – | – | 0.01% | 193 |
|
|
2017
Q4 | $289K | Buy |
3,545
+225
| +7% | +$18.3K | 0.01% | 208 |
|
|
2017
Q3 | $244K | Buy |
3,320
+425
| +15% | +$31.2K | 0.01% | 217 |
|
|
2017
Q2 | $210K | Buy |
+2,895
| New | +$210K | 0.01% | 223 |
|