SEI Investments’s Utah Medical Products UTMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Hold |
3,650
| – | – | ﹤0.01% | 2554 |
|
|
2025
Q1 | $205K | Buy |
+3,650
| New | +$205K | ﹤0.01% | 2468 |
|
|
2024
Q4 | – | Sell |
-3,350
| Closed | -$224K | – | 2803 |
|
|
2024
Q3 | $224K | Buy |
+3,350
| New | +$224K | ﹤0.01% | 2435 |
|
|
2018
Q3 | – | Sell |
-8
| Closed | -$1K | – | 3413 |
|
|
2018
Q2 | $1K | Buy |
8
+4
| +100% | +$500 | ﹤0.01% | 3525 |
|
|
2018
Q1 | $0 | Buy |
+4
| New | – | ﹤0.01% | 3677 |
|
|
2017
Q4 | – | Sell |
-3,287
| Closed | -$242K | – | 3495 |
|
|
2017
Q3 | $242K | Sell |
3,287
-4,830
| -60% | -$356K | ﹤0.01% | 1826 |
|
|
2017
Q2 | $588K | Sell |
8,117
-694
| -8% | -$50.3K | ﹤0.01% | 1580 |
|
|
2017
Q1 | $549K | Buy |
8,811
+343
| +4% | +$21.4K | ﹤0.01% | 1557 |
|
|
2016
Q4 | $616K | Buy |
8,468
+7,281
| +613% | +$530K | ﹤0.01% | 1518 |
|
|
2016
Q3 | $71K | Sell |
1,187
-68
| -5% | -$4.07K | ﹤0.01% | 1965 |
|
|
2016
Q2 | $79K | Sell |
1,255
-321
| -20% | -$20.2K | ﹤0.01% | 1796 |
|
|
2016
Q1 | $99K | Buy |
1,576
+258
| +20% | +$16.2K | ﹤0.01% | 1678 |
|
|
2015
Q4 | $77K | Sell |
1,318
-2,990
| -69% | -$175K | ﹤0.01% | 1766 |
|
|
2015
Q3 | $232K | Hold |
4,308
| – | – | ﹤0.01% | 1568 |
|
|
2015
Q2 | $257K | Hold |
4,308
| – | – | ﹤0.01% | 1340 |
|
|
2015
Q1 | $258K | Sell |
4,308
-4
| -0.1% | -$240 | ﹤0.01% | 1340 |
|
|
2014
Q4 | $259K | Buy |
+4,312
| New | +$259K | ﹤0.01% | 1330 |
|