Rothschild Investment LLC’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $206K | Sell |
5,145
-15
| -0.3% | -$600 | 0.01% | 508 |
|
|
2025
Q1 | $211K | Sell |
5,160
-3,495
| -40% | -$143K | 0.01% | 492 |
|
|
2024
Q4 | $322K | Hold |
8,655
| – | – | 0.02% | 413 |
|
|
2024
Q3 | $396K | Buy |
8,655
+10
| +0.1% | +$457 | 0.03% | 387 |
|
|
2024
Q2 | $338K | Hold |
8,645
| – | – | 0.02% | 400 |
|
|
2024
Q1 | $317K | Sell |
8,645
-800
| -8% | -$29.4K | 0.02% | 398 |
|
|
2023
Q4 | $408K | Hold |
9,445
| – | – | 0.03% | 309 |
|
|
2023
Q3 | $382K | Hold |
9,445
| – | – | 0.03% | 339 |
|
|
2023
Q2 | $449K | Hold |
9,445
| – | – | 0.04% | 316 |
|
|
2023
Q1 | $454K | Hold |
9,445
| – | – | 0.04% | 312 |
|
|
2022
Q4 | $451K | Hold |
9,445
| – | – | 0.04% | 301 |
|
|
2022
Q3 | $408K | Hold |
9,445
| – | – | 0.04% | 308 |
|
|
2022
Q2 | $503K | Hold |
9,445
| – | – | 0.05% | 292 |
|
|
2022
Q1 | $551K | Hold |
9,445
| – | – | 0.04% | 303 |
|
|
2021
Q4 | $562K | Hold |
9,445
| – | – | 0.04% | 307 |
|
|
2021
Q3 | $522K | Buy |
9,445
+3,000
| +47% | +$166K | 0.04% | 302 |
|
|
2021
Q2 | $397K | Hold |
6,445
| – | – | 0.03% | 358 |
|
|
2021
Q1 | $437K | Buy |
6,445
+145
| +2% | +$9.83K | 0.04% | 337 |
|
|
2020
Q4 | $405K | Hold |
6,300
| – | – | 0.04% | 318 |
|
|
2020
Q3 | $359K | Hold |
6,300
| – | – | 0.04% | 305 |
|
|
2020
Q2 | $501K | Hold |
6,300
| – | – | 0.06% | 249 |
|
|
2020
Q1 | $635K | Hold |
6,300
| – | – | 0.08% | 215 |
|
|
2019
Q4 | $739K | Hold |
6,300
| – | – | 0.07% | 241 |
|
|
2019
Q3 | $648K | Hold |
6,300
| – | – | 0.08% | 215 |
|
|
2019
Q2 | $535K | Hold |
6,300
| – | – | 0.06% | 246 |
|
|
2019
Q1 | $477K | Hold |
6,300
| – | – | 0.06% | 258 |
|
|
2018
Q4 | $387K | Hold |
6,300
| – | – | 0.05% | 257 |
|
|
2018
Q3 | $469K | Hold |
6,300
| – | – | 0.06% | 249 |
|
|
2018
Q2 | $403K | Hold |
6,300
| – | – | 0.05% | 260 |
|
|
2018
Q1 | $379K | Hold |
6,300
| – | – | 0.05% | 270 |
|
|
2017
Q4 | $473K | Hold |
6,300
| – | – | 0.05% | 278 |
|
|
2017
Q3 | $476K | Hold |
6,300
| – | – | 0.05% | 286 |
|
|
2017
Q2 | $501K | Hold |
6,300
| – | – | 0.06% | 282 |
|
|
2017
Q1 | $406K | Hold |
6,300
| – | – | 0.05% | 306 |
|
|
2016
Q4 | $413K | Hold |
6,300
| – | – | 0.05% | 292 |
|
|
2016
Q3 | $397K | Hold |
6,300
| – | – | 0.05% | 303 |
|
|
2016
Q2 | $360K | Sell |
6,300
-2,000
| -24% | -$114K | 0.05% | 317 |
|
|
2016
Q1 | $467K | Hold |
8,300
| – | – | 0.06% | 270 |
|
|
2015
Q4 | $415K | Hold |
8,300
| – | – | 0.05% | 300 |
|
|
2015
Q3 | $390K | Hold |
8,300
| – | – | 0.05% | 313 |
|
|
2015
Q2 | $386K | Hold |
8,300
| – | – | 0.04% | 341 |
|
|
2015
Q1 | $467K | Hold |
8,300
| – | – | 0.05% | 313 |
|
|
2014
Q4 | $399K | Hold |
8,300
| – | – | 0.05% | 325 |
|
|
2014
Q3 | $346K | Hold |
8,300
| – | – | 0.04% | 361 |
|
|
2014
Q2 | $361K | Sell |
8,300
-1,500
| -15% | -$65.2K | 0.05% | 316 |
|
|
2014
Q1 | $414K | Hold |
9,800
| – | – | 0.06% | 300 |
|
|
2013
Q4 | $393K | Hold |
9,800
| – | – | 0.05% | 304 |
|
|
2013
Q3 | $410K | Hold |
9,800
| – | – | 0.06% | 278 |
|
|
2013
Q2 | $423K | Buy |
+9,800
| New | +$423K | 0.07% | 254 |
|