JFS Wealth Advisors’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.5K | Buy |
40
+6
| +18% | +$1.72K | ﹤0.01% | 823 |
|
2025
Q1 | $10.5K | Sell |
34
-4
| -11% | -$1.23K | ﹤0.01% | 871 |
|
2024
Q4 | $13.4K | Hold |
38
| – | – | ﹤0.01% | 769 |
|
2024
Q3 | $13.6K | Buy |
38
+5
| +15% | +$1.79K | ﹤0.01% | 749 |
|
2024
Q2 | $10.5K | Hold |
33
| – | – | ﹤0.01% | 783 |
|
2024
Q1 | $7.58K | Sell |
33
-14
| -30% | -$3.22K | ﹤0.01% | 913 |
|
2023
Q4 | $10.3K | Buy |
47
+6
| +15% | +$1.32K | ﹤0.01% | 756 |
|
2023
Q3 | $9.26K | Hold |
41
| – | – | ﹤0.01% | 759 |
|
2023
Q2 | $9.05K | Sell |
41
-4
| -9% | -$883 | ﹤0.01% | 758 |
|
2023
Q1 | $10.1K | Buy |
45
+4
| +10% | +$896 | ﹤0.01% | 720 |
|
2022
Q4 | $11.4K | Buy |
41
+4
| +11% | +$1.11K | ﹤0.01% | 662 |
|
2022
Q3 | $8K | Sell |
37
-23
| -38% | -$4.97K | ﹤0.01% | 829 |
|
2022
Q2 | $14K | Buy |
60
+34
| +131% | +$7.93K | ﹤0.01% | 678 |
|
2022
Q1 | $5K | Buy |
26
+11
| +73% | +$2.12K | ﹤0.01% | 1079 |
|
2021
Q4 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 999 |
|