O'Shaughnessy Asset Management’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $305K | Sell |
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|
2023
Q2 | $357K | Buy |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $373K | Buy |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $224K | Buy |
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|
2021
Q2 | $164K | Hold |
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|
2021
Q1 | $167K | Sell |
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|
2020
Q4 | $193K | Buy |
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|
2020
Q3 | $162K | Sell |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $72K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $183K | Hold |
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|
2018
Q4 | $173K | Hold |
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|
2018
Q3 | $194K | Hold |
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|
2018
Q2 | $228K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $7K | Sell |
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|
2013
Q4 | $10K | Sell |
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|
2013
Q3 | $12K | Sell |
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|
2013
Q2 | $12K | Buy |
|