Roundview Capital’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,371
| Closed | -$741K | – | 321 |
|
|
2023
Q4 | $741K | Hold |
3,371
| – | – | 0.07% | 219 |
|
|
2023
Q3 | $761K | Buy |
3,371
+995
| +42% | +$225K | 0.08% | 216 |
|
|
2023
Q2 | $525K | Hold |
2,376
| – | – | 0.05% | 238 |
|
|
2023
Q1 | $532K | Buy |
2,376
+490
| +26% | +$110K | 0.06% | 238 |
|
|
2022
Q4 | $524K | Sell |
1,886
-2,195
| -54% | -$610K | 0.06% | 227 |
|
|
2022
Q3 | $854K | Hold |
4,081
| – | – | 0.11% | 174 |
|
|
2022
Q2 | $962K | Buy |
4,081
+1,200
| +42% | +$283K | 0.12% | 167 |
|
|
2022
Q1 | $517K | Sell |
2,881
-733
| -20% | -$132K | 0.05% | 223 |
|
|
2021
Q4 | $781K | Buy |
3,614
+2,035
| +129% | +$440K | 0.08% | 210 |
|
|
2021
Q3 | $291K | Hold |
1,579
| – | – | 0.03% | 261 |
|
|
2021
Q2 | $283K | Sell |
1,579
-1,365
| -46% | -$245K | 0.03% | 257 |
|
|
2021
Q1 | $492K | Buy |
+2,944
| New | +$492K | 0.06% | 223 |
|
|
2018
Q1 | – | Sell |
-1,850
| Closed | -$274K | – | 235 |
|
|
2017
Q4 | $274K | Hold |
1,850
| – | – | 0.07% | 198 |
|
|
2017
Q3 | $217K | Sell |
1,850
-900
| -33% | -$106K | 0.06% | 200 |
|
|
2017
Q2 | $357K | Buy |
2,750
+200
| +8% | +$26K | 0.1% | 174 |
|
|
2017
Q1 | $345K | Hold |
2,550
| – | – | 0.11% | 166 |
|
|
2016
Q4 | $366K | Buy |
+2,550
| New | +$366K | 0.12% | 165 |
|