Forum Financial Management’s United Therapeutics UTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,330	Closed	-$648K	–	967
2025 Q4	$648K	Hold	1,330	–	–	0.01%	371
2025 Q3	$558K	Sell	1,330 -60	-4%	-$20.2K	0.01%	418
2025 Q2	$399K	Buy	1,390 +72	+5%	+$21.5K	0.01%	509
2025 Q1	$406K	Buy	1,318 +5	+0.4%	+$1.71K	0.01%	446
2024 Q4	$463K	Buy	1,313 +57	+5%	+$21K	0.01%	404
2024 Q3	$450K	Sell	1,256 -2	-0.2%	-$676	0.01%	363
2024 Q2	$401K	Buy	1,258 +11	+0.9%	+$2.91K	0.01%	381
2024 Q1	$286K	Hold	1,247	–	–	﹤0.01%	521
2023 Q4	$274K	Buy	1,247 +127	+11%	+$29.3K	0.01%	495
2023 Q3	$253K	Hold	1,120	–	–	0.01%	485
2023 Q2	$247K	Hold	1,120	–	–	0.01%	511
2023 Q1	$251K	Hold	1,120	–	–	0.01%	462
2022 Q4	$311K	Hold	1,120	–	–	0.01%	379
2022 Q3	$235K	Hold	1,120	–	–	0.01%	439
2022 Q2	$264K	Hold	1,120	–	–	0.01%	406
2022 Q1	$200K	Buy	1,120 +72	+7%	+$13.7K	0.01%	573
2021 Q4	$226K	Buy	+1,048	New	+$206K	0.01%	560