Stiles Financial Services’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$4.52K | 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% | +$36.7K | 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 | +$260K | 0.13% | 154 |
|