Steward Partners Investment Advisory’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $228K | Sell |
794
-271
| -25% | -$77.9K | ﹤0.01% | 1697 |
|
|
2025
Q1 | $328K | Buy |
1,065
+390
| +58% | +$120K | ﹤0.01% | 1400 |
|
|
2024
Q4 | $238K | Buy |
675
+155
| +30% | +$54.7K | ﹤0.01% | 1511 |
|
|
2024
Q3 | $186K | Buy |
520
+481
| +1,233% | +$172K | ﹤0.01% | 1563 |
|
|
2024
Q2 | $12.4K | Sell |
39
-14
| -26% | -$4.46K | ﹤0.01% | 2732 |
|
|
2024
Q1 | $12.2K | Buy |
53
+39
| +279% | +$8.96K | ﹤0.01% | 2735 |
|
|
2023
Q4 | $3.08K | Sell |
14
-47
| -77% | -$10.3K | ﹤0.01% | 3125 |
|
|
2023
Q3 | $13.8K | Buy |
+61
| New | +$13.8K | ﹤0.01% | 2467 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$4.45K | – | 3422 |
|
|
2022
Q4 | $4.45K | Buy |
16
+12
| +300% | +$3.34K | ﹤0.01% | 2810 |
|
|
2022
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 3175 |
|
|
2018
Q4 | – | Sell |
-78
| Closed | -$10K | – | 2097 |
|
|
2018
Q3 | $10K | Hold |
78
| – | – | ﹤0.01% | 1882 |
|
|
2018
Q2 | $9K | Hold |
78
| – | – | ﹤0.01% | 1788 |
|
|
2018
Q1 | $8K | Sell |
78
-52
| -40% | -$5.33K | ﹤0.01% | 1656 |
|
|
2017
Q4 | $19K | Hold |
130
| – | – | ﹤0.01% | 1140 |
|
|
2017
Q3 | $15K | Hold |
130
| – | – | ﹤0.01% | 1018 |
|
|
2017
Q2 | $16K | Hold |
130
| – | – | ﹤0.01% | 935 |
|
|
2017
Q1 | $17K | Hold |
130
| – | – | ﹤0.01% | 804 |
|
|
2016
Q4 | $18K | Buy |
+130
| New | +$18K | 0.01% | 461 |
|