Nisa Investment 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 | $801 | Buy |
+14
| New | +$801 | ﹤0.01% | 2779 |
|
|
2025
Q1 | – | Sell |
-18
| Closed | -$1.11K | – | 2981 |
|
|
2024
Q4 | $1.11K | Hold |
18
| – | – | ﹤0.01% | 2659 |
|
|
2024
Q3 | $1.21K | Buy |
18
+14
| +350% | +$941 | ﹤0.01% | 2530 |
|
|
2024
Q2 | $267 | Buy |
+4
| New | +$267 | ﹤0.01% | 2783 |
|
|
2022
Q1 | – | Sell |
-2,075
| Closed | -$195K | – | 2404 |
|
|
2021
Q4 | $195K | Buy |
2,075
+820
| +65% | +$77.1K | ﹤0.01% | 1279 |
|
|
2021
Q3 | $117 | Hold |
1,255
| – | – | ﹤0.01% | 1629 |
|
|
2021
Q2 | $107 | Buy |
1,255
+1,050
| +512% | +$90 | ﹤0.01% | 1658 |
|
|
2021
Q1 | $18 | Hold |
205
| – | – | ﹤0.01% | 2143 |
|
|
2020
Q4 | $17K | Buy |
205
+50
| +32% | +$4.15K | ﹤0.01% | 2148 |
|
|
2020
Q3 | $12K | Hold |
155
| – | – | ﹤0.01% | 2090 |
|
|
2020
Q2 | $14K | Sell |
155
-25
| -14% | -$2.26K | ﹤0.01% | 1853 |
|
|
2020
Q1 | $17K | Buy |
180
+60
| +50% | +$5.67K | ﹤0.01% | 1747 |
|
|
2019
Q4 | $13K | Sell |
120
-1,340
| -92% | -$145K | ﹤0.01% | 1788 |
|
|
2019
Q3 | $140K | Buy |
1,460
+1,340
| +1,117% | +$128K | ﹤0.01% | 1406 |
|
|
2019
Q2 | $11K | Hold |
120
| – | – | ﹤0.01% | 1738 |
|
|
2019
Q1 | $11K | Hold |
120
| – | – | ﹤0.01% | 1728 |
|
|
2018
Q4 | $10K | Hold |
120
| – | – | ﹤0.01% | 1661 |
|
|
2018
Q3 | $11K | Hold |
120
| – | – | ﹤0.01% | 1703 |
|
|
2018
Q2 | $13K | Sell |
120
-30
| -20% | -$3.25K | ﹤0.01% | 1662 |
|
|
2018
Q1 | $15K | Hold |
150
| – | – | ﹤0.01% | 1541 |
|
|
2017
Q4 | $12K | Hold |
150
| – | – | ﹤0.01% | 1702 |
|
|
2017
Q3 | $11K | Hold |
150
| – | – | ﹤0.01% | 1727 |
|
|
2017
Q2 | $11K | Buy |
+150
| New | +$11K | ﹤0.01% | 1692 |
|