Stiles Financial Services’s United Therapeutics UTHR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$272K	Hold	458	–	–	0.08%	150
2025 Q4	$223K	Buy	+458	New	+$213K	0.07%	168
2024 Q3	–	Sell	-1,358	Closed	-$433K	–	196
2024 Q2	$433K	Hold	1,358	–	–	0.17%	112
2024 Q1	$312K	Hold	1,358	–	–	0.13%	132
2023 Q4	$299K	Hold	1,358	–	–	0.14%	134
2023 Q3	$307K	Sell	1,358 -20	-1%	-$4.61K	0.16%	131
2023 Q2	$304K	Hold	1,378	–	–	0.15%	140
2023 Q1	$309K	Hold	1,378	–	–	0.17%	140
2022 Q4	$383K	Hold	1,378	–	–	0.22%	116
2022 Q3	$289K	Buy	1,378 +175	+15%	+$39.1K	0.18%	130
2022 Q2	$283K	Hold	1,203	–	–	0.17%	132
2022 Q1	$216K	Hold	1,203	–	–	0.11%	164
2021 Q4	$260K	Buy	+1,203	New	+$236K	0.13%	154