Focused Wealth Management’s Medical Properties Trust MPT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-14,702
| Closed | -$86K | – | 227 |
|
|
2024
Q3 | $86K | Buy |
14,702
+16
| +0.1% | +$79 | 0.01% | 222 |
|
|
2024
Q2 | $63.3K | Buy |
+14,686
| New | +$70.4K | 0.01% | 210 |
|
|
2024
Q1 | – | Sell |
-654
| Closed | -$3.21K | – | 655 |
|
|
2023
Q4 | $3.21K | Buy |
654
+19
| +3% | +$93 | ﹤0.01% | 720 |
|
|
2023
Q3 | $3.46K | Sell |
635
-7,388
| -92% | -$59.2K | ﹤0.01% | 701 |
|
|
2023
Q2 | $74.3K | Buy |
8,023
+7,614
| +1,862% | +$64.4K | 0.01% | 247 |
|
|
2023
Q1 | $3.36K | Sell |
409
-6,391
| -94% | -$70.6K | ﹤0.01% | 739 |
|
|
2022
Q4 | $75.8K | Buy |
6,800
+2,400
| +55% | +$27.9K | 0.02% | 246 |
|
|
2022
Q3 | $52K | Sell |
4,400
-600
| -12% | -$9.09K | 0.01% | 273 |
|
|
2022
Q2 | $76K | Buy |
+5,000
| New | +$90K | 0.01% | 223 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$2K | – | 829 |
|
|
2020
Q2 | $2K | Buy |
+100
| New | +$1.77K | ﹤0.01% | 682 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$7K | – | 754 |
|
|
2019
Q2 | $7K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2019
Q1 | $7K | Hold |
400
| – | – | ﹤0.01% | 515 |
|
|
2018
Q4 | $6K | Buy |
+400
| New | +$6.33K | ﹤0.01% | 522 |
|
|
2018
Q3 | – | Sell |
-400
| Closed | -$6K | – | 697 |
|
|
2018
Q2 | $6K | Hold |
400
| – | – | ﹤0.01% | 499 |
|
|
2018
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 559 |
|
|
2017
Q4 | $6K | Sell |
400
-2,000
| -83% | -$27K | ﹤0.01% | 528 |
|
|
2017
Q3 | $32K | Buy |
2,400
+1,000
| +71% | +$12.9K | 0.01% | 292 |
|
|
2017
Q2 | $18K | Hold |
1,400
| – | – | 0.01% | 390 |
|
|
2017
Q1 | $18K | Hold |
1,400
| – | – | 0.01% | 390 |
|
|
2016
Q4 | $17K | Hold |
1,400
| – | – | 0.01% | 407 |
|
|
2016
Q3 | $21K | Hold |
1,400
| – | – | 0.01% | 355 |
|
|
2016
Q2 | $21K | Hold |
1,400
| – | – | 0.01% | 349 |
|
|
2016
Q1 | $18K | Hold |
1,400
| – | – | 0.01% | 314 |
|
|
2015
Q4 | $16K | Hold |
1,400
| – | – | 0.01% | 343 |
|
|
2015
Q3 | $15K | Hold |
1,400
| – | – | 0.01% | 337 |
|
|
2015
Q2 | $18K | Buy |
1,400
+1,000
| +250% | +$13.9K | 0.01% | 328 |
|
|
2015
Q1 | $6K | Hold |
400
| – | – | ﹤0.01% | 497 |
|
|
2014
Q4 | $6K | Hold |
400
| – | – | ﹤0.01% | 486 |
|
|
2014
Q3 | $5K | Hold |
400
| – | – | ﹤0.01% | 519 |
|
|
2014
Q2 | $5K | Hold |
400
| – | – | ﹤0.01% | 513 |
|
|
2014
Q1 | $5K | Hold |
400
| – | – | ﹤0.01% | 489 |
|
|
2013
Q4 | $5K | Hold |
400
| – | – | ﹤0.01% | 480 |
|
|
2013
Q3 | $5K | Buy |
+400
| New | +$5.34K | ﹤0.01% | 458 |
|
Other funds holding MPT
DFG
Focused Wealth Management's MPT Position: Q4 2024 in Review
Focused Wealth Management sold out of Medical Properties Trust (MPT) in Q4 2024, closing a stake of 14,702 shares — an estimated $86K sold.
Focused Wealth Management first reported a position in MPT in Q3 2013 and held it in 33 quarters. The position peaked at $86K in Q3 2024. 468 funds tracked by Wall St. Rank hold MPT as of Q4 2024.
- Focused Wealth Management reported no remaining Medical Properties Trust position as of Q4 2024 after selling out during the quarter.
- Focused Wealth Management sold 14,702 Medical Properties Trust shares in Q4 2024, an estimated $86K.
- Focused Wealth Management first reported a position in Medical Properties Trust in Q3 2013 and held it in 33 quarters.
- Focused Wealth Management's Medical Properties Trust position peaked at $86K in Q3 2024.
- 468 funds tracked by Wall St. Rank held Medical Properties Trust as of Q4 2024.
Based on Focused Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.