Seizert Capital Partners’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 | $309K | Sell |
5,436
-133
| -2% | -$7.57K | 0.01% | 147 |
|
|
2025
Q1 | $312K | Hold |
5,569
| – | – | 0.01% | 137 |
|
|
2024
Q4 | $342K | Sell |
5,569
-167
| -3% | -$10.3K | 0.02% | 139 |
|
|
2024
Q3 | $384K | Buy |
5,736
+2,112
| +58% | +$141K | 0.02% | 136 |
|
|
2024
Q2 | $242K | Sell |
3,624
-495
| -12% | -$33.1K | 0.01% | 154 |
|
|
2024
Q1 | $293K | Hold |
4,119
| – | – | 0.01% | 150 |
|
|
2023
Q4 | $347K | Sell |
4,119
-1,141
| -22% | -$96.1K | 0.02% | 140 |
|
|
2023
Q3 | $452K | Sell |
5,260
-652
| -11% | -$56.1K | 0.02% | 132 |
|
|
2023
Q2 | $551K | Sell |
5,912
-357
| -6% | -$33.3K | 0.03% | 128 |
|
|
2023
Q1 | $594K | Sell |
6,269
-1,478
| -19% | -$140K | 0.03% | 131 |
|
|
2022
Q4 | $779K | Hold |
7,747
| – | – | 0.04% | 134 |
|
|
2022
Q3 | $661K | Sell |
7,747
-2,683
| -26% | -$229K | 0.04% | 132 |
|
|
2022
Q2 | $896K | Hold |
10,430
| – | – | 0.05% | 139 |
|
|
2022
Q1 | $937K | Hold |
10,430
| – | – | 0.04% | 143 |
|
|
2021
Q4 | $1.04M | Hold |
10,430
| – | – | 0.05% | 135 |
|
|
2021
Q3 | $968K | Sell |
10,430
-509
| -5% | -$47.2K | 0.04% | 129 |
|
|
2021
Q2 | $930K | Buy |
10,939
+6,943
| +174% | +$590K | 0.04% | 132 |
|
|
2021
Q1 | $346K | Hold |
3,996
| – | – | 0.02% | 163 |
|
|
2020
Q4 | $337K | Buy |
3,996
+585
| +17% | +$49.3K | 0.02% | 145 |
|
|
2020
Q3 | $272K | Buy |
3,411
+177
| +5% | +$14.1K | 0.02% | 153 |
|
|
2020
Q2 | $287K | Sell |
3,234
-470
| -13% | -$41.7K | 0.02% | 161 |
|
|
2020
Q1 | $348K | Buy |
+3,704
| New | +$348K | 0.03% | 140 |
|
|
2019
Q4 | – | Sell |
-3,572
| Closed | -$342K | – | 222 |
|
|
2019
Q3 | $342K | Hold |
3,572
| – | – | 0.02% | 171 |
|
|
2019
Q2 | $342K | Sell |
3,572
-291
| -8% | -$27.9K | 0.02% | 174 |
|
|
2019
Q1 | $341K | Buy |
+3,863
| New | +$341K | 0.02% | 186 |
|
|
2018
Q4 | – | Sell |
-2,387
| Closed | -$225K | – | 221 |
|
|
2018
Q3 | $225K | Sell |
2,387
-3,317
| -58% | -$313K | 0.01% | 213 |
|
|
2018
Q2 | $564K | Hold |
5,704
| – | – | 0.02% | 148 |
|
|
2018
Q1 | $564K | Hold |
5,704
| – | – | 0.02% | 148 |
|
|
2017
Q4 | $464K | Sell |
5,704
-808
| -12% | -$65.7K | 0.02% | 150 |
|
|
2017
Q3 | $479K | Hold |
6,512
| – | – | 0.02% | 154 |
|
|
2017
Q2 | $471K | Buy |
6,512
+320
| +5% | +$23.1K | 0.02% | 162 |
|
|
2017
Q1 | $386K | Hold |
6,192
| – | – | 0.01% | 178 |
|
|
2016
Q4 | $450K | Hold |
6,192
| – | – | 0.02% | 178 |
|
|
2016
Q3 | $370K | Buy |
6,192
+1,782
| +40% | +$106K | 0.01% | 182 |
|
|
2016
Q2 | $278K | Sell |
4,410
-690
| -14% | -$43.5K | 0.01% | 201 |
|
|
2016
Q1 | $319K | Buy |
+5,100
| New | +$319K | 0.01% | 197 |
|