L.J. Altfest & Co’s Universal Health Realty Income Trust UHT Stock Holding History

L.J. Altfest & Co’s Portfolio UHT Stock Details UHT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$897K	Hold	22,449	–	–	0.11%	131
2025 Q1	$920K	Hold	22,449	–	–	0.12%	127
2024 Q4	$835K	Hold	22,449	–	–	0.11%	133
2024 Q3	$1.03M	Hold	22,449	–	–	0.14%	129
2024 Q2	$879K	Hold	22,449	–	–	0.12%	127
2024 Q1	$824K	Hold	22,449	–	–	0.12%	130
2023 Q4	$971K	Hold	22,449	–	–	0.14%	119
2023 Q3	$908K	Hold	22,449	–	–	0.14%	123
2023 Q2	$1.07M	Hold	22,449	–	–	0.16%	101
2023 Q1	$1.08M	Hold	22,449	–	–	0.17%	89
2022 Q4	$1.07M	Sell	22,449 -636	-3%	-$30.3K	0.18%	90
2022 Q3	$998K	Hold	23,085	–	–	0.19%	85
2022 Q2	$1.23M	Sell	23,085 -401	-2%	-$21.3K	0.22%	72
2022 Q1	$1.37M	Hold	23,486	–	–	0.24%	64
2021 Q4	$1.4M	Hold	23,486	–	–	0.27%	72
2021 Q3	$1.3M	Hold	23,486	–	–	0.27%	63
2021 Q2	$1.45M	Hold	23,486	–	–	0.31%	58
2021 Q1	$1.59M	Hold	23,486	–	–	0.38%	51
2020 Q4	$1.51M	Hold	23,486	–	–	0.37%	47
2020 Q3	$1.34M	Hold	23,486	–	–	0.36%	50
2020 Q2	$1.87M	Hold	23,486	–	–	0.54%	33
2020 Q1	$2.37M	Hold	23,486	–	–	0.74%	23
2019 Q4	$2.76M	Buy	+23,486	New	+$2.76M	0.69%	27
2019 Q1	–	Sell	-23,486	Closed	-$1.44M	–	189
2018 Q4	$1.44M	Hold	23,486	–	–	0.4%	39
2018 Q3	$1.75M	Hold	23,486	–	–	0.51%	33
2018 Q2	$1.5M	Hold	23,486	–	–	0.56%	38
2018 Q1	$1.41M	Hold	23,486	–	–	0.61%	35
2017 Q4	$1.76M	Hold	23,486	–	–	0.67%	30
2017 Q3	$1.77M	Hold	23,486	–	–	0.86%	23
2017 Q2	$1.87M	Hold	23,486	–	–	1.13%	20
2017 Q1	$1.52M	Hold	23,486	–	–	0.6%	47
2016 Q4	$1.54M	Buy	+23,486	New	+$1.54M	0.77%	37
2014 Q4	–	Sell	-23,486	Closed	-$992K	–	123
2014 Q3	$992K	Hold	23,486	–	–	0.98%	43
2014 Q2	$1.01M	Hold	23,486	–	–	0.99%	44
2014 Q1	$1M	Sell	23,486 -2,365	-9%	-$101K	0.93%	43
2013 Q4	$1.04M	Buy	+25,851	New	+$1.04M	0.88%	45