Isthmus Partners’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 | $1.92M | Buy |
33,795
+872
| +3% | +$49.6K | 0.22% | 95 |
|
|
2025
Q1 | $1.85M | Buy |
32,923
+1,459
| +5% | +$81.8K | 0.23% | 91 |
|
|
2024
Q4 | $1.93M | Sell |
31,464
-598
| -2% | -$36.8K | 0.24% | 100 |
|
|
2024
Q3 | $2.15M | Sell |
32,062
-7,905
| -20% | -$529K | 0.25% | 92 |
|
|
2024
Q2 | $2.67M | Buy |
39,967
+4,365
| +12% | +$292K | 0.31% | 93 |
|
|
2024
Q1 | $2.53M | Buy |
35,602
+12,903
| +57% | +$918K | 0.29% | 95 |
|
|
2023
Q4 | $1.91M | Buy |
22,699
+1,392
| +7% | +$117K | 0.25% | 90 |
|
|
2023
Q3 | $1.83M | Buy |
21,307
+370
| +2% | +$31.8K | 0.26% | 83 |
|
|
2023
Q2 | $1.95M | Sell |
20,937
-68
| -0.3% | -$6.34K | 0.27% | 83 |
|
|
2023
Q1 | $1.99M | Buy |
21,005
+732
| +4% | +$69.4K | 0.28% | 73 |
|
|
2022
Q4 | $2.04M | Sell |
20,273
-51
| -0.3% | -$5.13K | 0.31% | 66 |
|
|
2022
Q3 | $1.73M | Buy |
20,324
+1,164
| +6% | +$99.3K | 0.3% | 72 |
|
|
2022
Q2 | $1.65M | Buy |
19,160
+555
| +3% | +$47.7K | 0.31% | 74 |
|
|
2022
Q1 | $1.67M | Buy |
18,605
+1,071
| +6% | +$96.2K | 0.27% | 80 |
|
|
2021
Q4 | $1.75M | Buy |
17,534
+274
| +2% | +$27.4K | 0.29% | 80 |
|
|
2021
Q3 | $1.6M | Buy |
17,260
+167
| +1% | +$15.5K | 0.29% | 79 |
|
|
2021
Q2 | $1.45M | Buy |
17,093
+478
| +3% | +$40.7K | 0.26% | 89 |
|
|
2021
Q1 | $1.44M | Buy |
16,615
+2,767
| +20% | +$240K | 0.26% | 89 |
|
|
2020
Q4 | $1.17M | Sell |
13,848
-85
| -0.6% | -$7.16K | 0.24% | 95 |
|
|
2020
Q3 | $1.11M | Buy |
13,933
+372
| +3% | +$29.7K | 0.26% | 78 |
|
|
2020
Q2 | $1.2M | Buy |
13,561
+254
| +2% | +$22.5K | 0.3% | 66 |
|
|
2020
Q1 | $1.25M | Sell |
13,307
-141
| -1% | -$13.3K | 0.38% | 50 |
|
|
2019
Q4 | $1.45M | Buy |
13,448
+47
| +0.4% | +$5.07K | 0.33% | 60 |
|
|
2019
Q3 | $1.28M | Buy |
13,401
+384
| +3% | +$36.8K | 0.3% | 65 |
|
|
2019
Q2 | $1.25M | Buy |
13,017
+3,830
| +42% | +$367K | 0.3% | 63 |
|
|
2019
Q1 | $581K | Sell |
9,187
-3,123
| -25% | -$198K | 0.14% | 111 |
|
|
2018
Q4 | $1.02M | Buy |
12,310
+1,307
| +12% | +$109K | 0.31% | 69 |
|
|
2018
Q3 | $1.04M | Buy |
11,003
+118
| +1% | +$11.1K | 0.26% | 70 |
|
|
2018
Q2 | $1.2M | Sell |
10,885
-164
| -1% | -$18.1K | 0.31% | 60 |
|
|
2018
Q1 | $1.09M | Buy |
11,049
+80
| +0.7% | +$7.91K | 0.3% | 57 |
|
|
2017
Q4 | $893K | Buy |
10,969
+74
| +0.7% | +$6.02K | 0.24% | 77 |
|
|
2017
Q3 | $801K | Buy |
10,895
+141
| +1% | +$10.4K | 0.22% | 85 |
|
|
2017
Q2 | $779K | Sell |
10,754
-21
| -0.2% | -$1.52K | 0.23% | 87 |
|
|
2017
Q1 | $671K | Buy |
10,775
+274
| +3% | +$17.1K | 0.2% | 93 |
|
|
2016
Q4 | $764K | Sell |
10,501
-30
| -0.3% | -$2.18K | 0.23% | 80 |
|
|
2016
Q3 | $624K | Buy |
10,531
+266
| +3% | +$15.8K | 0.2% | 92 |
|
|
2016
Q2 | $647K | Sell |
10,265
-177
| -2% | -$11.2K | 0.21% | 80 |
|
|
2016
Q1 | $653K | Buy |
+10,442
| New | +$653K | 0.22% | 77 |
|