Integrated Wealth Concepts’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	$1.26M	Sell	2,127 -7,815	-79%	-$3.89M	0.01%	994
2025 Q4	$4.84M	Sell	9,942 -1,991	-17%	-$927K	0.06%	296
2025 Q3	$5M	Buy	11,933 +9,117	+324%	+$3.07M	0.04%	382
2025 Q2	$809K	Buy	2,816 +816	+41%	+$244K	0.01%	1034
2025 Q1	$617K	Sell	2,000 -7,962	-80%	-$2.73M	0.01%	1051
2024 Q4	$3.52M	Buy	9,962 +1,230	+14%	+$452K	0.04%	378
2024 Q3	$3.13M	Sell	8,732 -927	-10%	-$313K	0.04%	413
2024 Q2	$3.08M	Sell	9,659 -7	-0.1%	-$1.85K	0.04%	383
2024 Q1	$2.22M	Buy	9,666 +3,215	+50%	+$725K	0.03%	487
2023 Q4	$1.42M	Buy	6,451 +510	+9%	+$118K	0.02%	597
2023 Q3	$1.34M	Buy	+5,941	New	+$1.37M	0.02%	573