Mercer Global Advisors’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 | $258K | Sell |
4,529
-82
| -2% | -$4.67K | ﹤0.01% | 1904 |
|
|
2025
Q1 | $258K | Buy |
4,611
+261
| +6% | +$14.6K | ﹤0.01% | 1837 |
|
|
2024
Q4 | $267K | Hold |
4,350
| – | – | ﹤0.01% | 1817 |
|
|
2024
Q3 | $287K | Hold |
4,350
| – | – | ﹤0.01% | 1631 |
|
|
2024
Q2 | $291K | Sell |
4,350
-10
| -0.2% | -$668 | ﹤0.01% | 1590 |
|
|
2024
Q1 | $310K | Sell |
4,360
-28
| -0.6% | -$1.99K | ﹤0.01% | 1546 |
|
|
2023
Q4 | $370K | Sell |
4,388
-10
| -0.2% | -$843 | ﹤0.01% | 1493 |
|
|
2023
Q3 | $378K | Buy |
4,398
+48
| +1% | +$4.13K | ﹤0.01% | 1397 |
|
|
2023
Q2 | $405K | Sell |
4,350
-129
| -3% | -$12K | ﹤0.01% | 1336 |
|
|
2023
Q1 | $424K | Sell |
4,479
-5,202
| -54% | -$492K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $973K | Sell |
9,681
-17
| -0.2% | -$1.71K | ﹤0.01% | 932 |
|
|
2022
Q3 | $827K | Hold |
9,698
| – | – | ﹤0.01% | 926 |
|
|
2022
Q2 | $833K | Hold |
9,698
| – | – | 0.01% | 923 |
|
|
2022
Q1 | $871K | Hold |
9,698
| – | – | 0.01% | 950 |
|
|
2021
Q4 | $970K | Buy |
9,698
+110
| +1% | +$11K | 0.01% | 899 |
|
|
2021
Q3 | $890K | Hold |
9,588
| – | – | 0.01% | 916 |
|
|
2021
Q2 | $815K | Hold |
9,588
| – | – | 0.01% | 931 |
|
|
2021
Q1 | $830K | Buy |
+9,588
| New | +$830K | 0.01% | 864 |
|