LPL Financial’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 | $436K | Buy |
10,906
+323
| +3% | +$12.9K | ﹤0.01% | 4410 |
|
|
2025
Q1 | $433K | Sell |
10,583
-428
| -4% | -$17.5K | ﹤0.01% | 4224 |
|
|
2024
Q4 | $410K | Sell |
11,011
-61
| -0.6% | -$2.27K | ﹤0.01% | 4187 |
|
|
2024
Q3 | $507K | Sell |
11,072
-64
| -0.6% | -$2.93K | ﹤0.01% | 3925 |
|
|
2024
Q2 | $436K | Buy |
11,136
+3,048
| +38% | +$119K | ﹤0.01% | 3910 |
|
|
2024
Q1 | $297K | Buy |
8,088
+338
| +4% | +$12.4K | ﹤0.01% | 4146 |
|
|
2023
Q4 | $335K | Buy |
7,750
+70
| +0.9% | +$3.03K | ﹤0.01% | 3951 |
|
|
2023
Q3 | $311K | Sell |
7,680
-189
| -2% | -$7.64K | ﹤0.01% | 3850 |
|
|
2023
Q2 | $374K | Buy |
7,869
+480
| +6% | +$22.8K | ﹤0.01% | 3645 |
|
|
2023
Q1 | $355K | Sell |
7,389
-2,526
| -25% | -$122K | ﹤0.01% | 3592 |
|
|
2022
Q4 | $473K | Sell |
9,915
-1,535
| -13% | -$73.3K | ﹤0.01% | 3282 |
|
|
2022
Q3 | $495K | Sell |
11,450
-186
| -2% | -$8.04K | ﹤0.01% | 3148 |
|
|
2022
Q2 | $619K | Buy |
11,636
+431
| +4% | +$22.9K | ﹤0.01% | 3010 |
|
|
2022
Q1 | $654K | Sell |
11,205
-612
| -5% | -$35.7K | ﹤0.01% | 2978 |
|
|
2021
Q4 | $703K | Sell |
11,817
-663
| -5% | -$39.4K | ﹤0.01% | 2973 |
|
|
2021
Q3 | $690K | Buy |
12,480
+2,808
| +29% | +$155K | ﹤0.01% | 2906 |
|
|
2021
Q2 | $595K | Buy |
9,672
+872
| +10% | +$53.6K | ﹤0.01% | 2993 |
|
|
2021
Q1 | $596K | Sell |
8,800
-107
| -1% | -$7.25K | ﹤0.01% | 2864 |
|
|
2020
Q4 | $572K | Buy |
8,907
+863
| +11% | +$55.4K | ﹤0.01% | 2627 |
|
|
2020
Q3 | $458K | Sell |
8,044
-394
| -5% | -$22.4K | ﹤0.01% | 2535 |
|
|
2020
Q2 | $671K | Sell |
8,438
-217
| -3% | -$17.3K | ﹤0.01% | 2129 |
|
|
2020
Q1 | $872K | Sell |
8,655
-2,233
| -21% | -$225K | ﹤0.01% | 1708 |
|
|
2019
Q4 | $1.28M | Buy |
10,888
+1,943
| +22% | +$228K | ﹤0.01% | 1664 |
|
|
2019
Q3 | $920K | Buy |
8,945
+809
| +10% | +$83.2K | ﹤0.01% | 1805 |
|
|
2019
Q2 | $691K | Sell |
8,136
-204
| -2% | -$17.3K | ﹤0.01% | 1998 |
|
|
2019
Q1 | $631K | Buy |
8,340
+206
| +3% | +$15.6K | ﹤0.01% | 2008 |
|
|
2018
Q4 | $499K | Sell |
8,134
-160
| -2% | -$9.82K | ﹤0.01% | 2030 |
|
|
2018
Q3 | $617K | Sell |
8,294
-321
| -4% | -$23.9K | ﹤0.01% | 2066 |
|
|
2018
Q2 | $551K | Sell |
8,615
-2,172
| -20% | -$139K | ﹤0.01% | 2102 |
|
|
2018
Q1 | $648K | Buy |
10,787
+814
| +8% | +$48.9K | ﹤0.01% | 1914 |
|
|
2017
Q4 | $749K | Buy |
+9,973
| New | +$749K | ﹤0.01% | 1726 |
|
|
2017
Q3 | – | Sell |
-5,372
| Closed | -$427K | – | 2922 |
|
|
2017
Q2 | $427K | Sell |
5,372
-9
| -0.2% | -$715 | ﹤0.01% | 1992 |
|
|
2017
Q1 | $345K | Buy |
5,381
+852
| +19% | +$54.6K | ﹤0.01% | 2100 |
|
|
2016
Q4 | $297K | Buy |
+4,529
| New | +$297K | ﹤0.01% | 2180 |
|
|
2016
Q2 | – | Sell |
-5,059
| Closed | -$282K | – | 2982 |
|
|
2016
Q1 | $282K | Sell |
5,059
-3,751
| -43% | -$209K | ﹤0.01% | 2559 |
|
|
2015
Q4 | $443K | Buy |
8,810
+694
| +9% | +$34.9K | ﹤0.01% | 2277 |
|
|
2015
Q3 | $389K | Sell |
8,116
-6,738
| -45% | -$323K | ﹤0.01% | 2005 |
|
|
2015
Q2 | $709K | Sell |
14,854
-196
| -1% | -$9.36K | ﹤0.01% | 1618 |
|
|
2015
Q1 | $835K | Buy |
15,050
+1,111
| +8% | +$61.6K | ﹤0.01% | 1489 |
|
|
2014
Q4 | $671K | Buy |
13,939
+129
| +0.9% | +$6.21K | ﹤0.01% | 1577 |
|
|
2014
Q3 | $573K | Sell |
13,810
-253
| -2% | -$10.5K | ﹤0.01% | 1677 |
|
|
2014
Q2 | $611K | Sell |
14,063
-100
| -0.7% | -$4.35K | ﹤0.01% | 1665 |
|
|
2014
Q1 | $598K | Hold |
14,163
| – | – | ﹤0.01% | 1602 |
|
|
2013
Q4 | $567K | Buy |
14,163
+6,295
| +80% | +$252K | ﹤0.01% | 1647 |
|
|
2013
Q3 | $339K | Sell |
7,868
-414
| -5% | -$17.8K | ﹤0.01% | 1919 |
|
|
2013
Q2 | $357K | Buy |
+8,282
| New | +$357K | ﹤0.01% | 1781 |
|