OWM
OneAscent Wealth Management’s United Therapeutics UTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-750
| Closed | -$209K | – | 191 |
|
|
2022
Q4 | $209K | Sell |
750
-414
| -36% | -$115K | 0.1% | 152 |
|
|
2022
Q3 | $244K | Sell |
1,164
-29
| -2% | -$6.08K | 0.13% | 118 |
|
|
2022
Q2 | $281K | Buy |
1,193
+22
| +2% | +$5.18K | 0.14% | 126 |
|
|
2022
Q1 | $210K | Buy |
+1,171
| New | +$210K | 0.1% | 189 |
|
|
2021
Q4 | – | Sell |
-1,939
| Closed | -$358K | – | 138 |
|
|
2021
Q3 | $358K | Buy |
+1,939
| New | +$358K | 0.41% | 57 |
|