PWAG
Polaris Wealth Advisory Group’s United Therapeutics UTHR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $527K | Buy |
+2,332
| New | +$527K | 0.04% | 131 |
|
|
2023
Q2 | – | Sell |
-2,332
| Closed | -$522K | – | 194 |
|
|
2023
Q1 | $522K | Hold |
2,332
| – | – | 0.04% | 132 |
|
|
2022
Q4 | $615K | Hold |
2,332
| – | – | 0.05% | 129 |
|
|
2022
Q3 | $480K | Hold |
2,332
| – | – | 0.04% | 116 |
|
|
2022
Q2 | $550K | Hold |
2,332
| – | – | 0.04% | 102 |
|
|
2022
Q1 | $443K | Hold |
2,332
| – | – | 0.03% | 120 |
|
|
2021
Q4 | $504K | Hold |
2,332
| – | – | 0.03% | 127 |
|
|
2021
Q3 | $457K | Hold |
2,332
| – | – | 0.03% | 122 |
|
|
2021
Q2 | $431K | Hold |
2,332
| – | – | 0.03% | 125 |
|
|
2021
Q1 | $474K | Buy |
+2,332
| New | +$474K | 0.03% | 123 |
|