Geneos Wealth Management’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08K | Buy |
+27
| New | +$1.08K | ﹤0.01% | 2967 |
|
|
2024
Q4 | – | Sell |
-436
| Closed | -$19.9K | – | 2964 |
|
|
2024
Q3 | $19.9K | Hold |
436
| – | – | ﹤0.01% | 1558 |
|
|
2024
Q2 | $17.1K | Hold |
436
| – | – | ﹤0.01% | 1388 |
|
|
2024
Q1 | $16K | Hold |
436
| – | – | ﹤0.01% | 1430 |
|
|
2023
Q4 | $18.9K | Sell |
436
-1,163
| -73% | -$50.3K | ﹤0.01% | 1380 |
|
|
2023
Q3 | $64.6K | Buy |
1,599
+4
| +0.3% | +$162 | ﹤0.01% | 1005 |
|
|
2023
Q2 | $75.9K | Buy |
1,595
+1,059
| +198% | +$50.4K | ﹤0.01% | 956 |
|
|
2023
Q1 | $25.8K | Sell |
536
-1,253
| -70% | -$60.3K | ﹤0.01% | 1270 |
|
|
2022
Q4 | $85.4K | Buy |
1,789
+3
| +0.2% | +$143 | 0.01% | 873 |
|
|
2022
Q3 | $77K | Sell |
1,786
-1,349
| -43% | -$58.2K | 0.01% | 876 |
|
|
2022
Q2 | $169K | Buy |
3,135
+1,150
| +58% | +$62K | 0.01% | 809 |
|
|
2022
Q1 | $115K | Sell |
1,985
-100
| -5% | -$5.79K | ﹤0.01% | 1031 |
|
|
2021
Q4 | $123K | Buy |
2,085
+336
| +19% | +$19.8K | ﹤0.01% | 1085 |
|
|
2021
Q3 | $99K | Sell |
1,749
-270
| -13% | -$15.3K | ﹤0.01% | 1177 |
|
|
2021
Q2 | $123K | Hold |
2,019
| – | – | ﹤0.01% | 1078 |
|
|
2021
Q1 | $135K | Hold |
2,019
| – | – | ﹤0.01% | 1159 |
|
|
2020
Q4 | $141K | Sell |
2,019
-250
| -11% | -$17.5K | 0.01% | 984 |
|
|
2020
Q3 | $123K | Hold |
2,269
| – | – | 0.01% | 857 |
|
|
2020
Q2 | $166K | Hold |
2,269
| – | – | 0.01% | 723 |
|
|
2020
Q1 | $213K | Hold |
2,269
| – | – | 0.01% | 593 |
|
|
2019
Q4 | $261K | Hold |
2,269
| – | – | 0.01% | 598 |
|
|
2019
Q3 | $230K | Sell |
2,269
-417
| -16% | -$42.3K | 0.01% | 606 |
|
|
2019
Q2 | $228K | Hold |
2,686
| – | – | 0.01% | 619 |
|
|
2019
Q1 | $203K | Hold |
2,686
| – | – | 0.01% | 633 |
|
|
2018
Q4 | $165K | Sell |
2,686
-18
| -0.7% | -$1.11K | 0.01% | 660 |
|
|
2018
Q3 | $201K | Sell |
2,704
-430
| -14% | -$32K | 0.01% | 641 |
|
|
2018
Q2 | $200K | Hold |
3,134
| – | – | 0.02% | 570 |
|
|
2018
Q1 | $188K | Sell |
3,134
-350
| -10% | -$21K | 0.02% | 556 |
|
|
2017
Q4 | $261K | Sell |
3,484
-159
| -4% | -$11.9K | 0.02% | 464 |
|
|
2017
Q3 | $275K | Sell |
3,643
-524
| -13% | -$39.6K | 0.03% | 427 |
|
|
2017
Q2 | $331K | Buy |
4,167
+5
| +0.1% | +$397 | 0.03% | 376 |
|
|
2017
Q1 | $268K | Sell |
4,162
-99
| -2% | -$6.38K | 0.03% | 406 |
|
|
2016
Q4 | $279K | Sell |
4,261
-78
| -2% | -$5.11K | 0.04% | 383 |
|
|
2016
Q3 | $273K | Buy |
4,339
+7
| +0.2% | +$440 | 0.04% | 377 |
|
|
2016
Q2 | $247K | Buy |
4,332
+7
| +0.2% | +$399 | 0.04% | 394 |
|
|
2016
Q1 | $242K | Buy |
+4,325
| New | +$242K | 0.04% | 394 |
|