Trek Financial’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-698
| Closed | -$246K | – | 452 |
|
|
2024
Q4 | $246K | Sell |
698
-37
| -5% | -$13.1K | 0.02% | 363 |
|
|
2024
Q3 | $263K | Sell |
735
-59
| -7% | -$21.1K | 0.02% | 332 |
|
|
2024
Q2 | $253K | Buy |
+794
| New | +$253K | 0.02% | 332 |
|
|
2023
Q1 | – | Sell |
-16,856
| Closed | -$4.69M | – | 295 |
|
|
2022
Q4 | $4.69M | Buy |
+16,856
| New | +$4.69M | 0.47% | 53 |
|
|
2021
Q2 | – | Sell |
-3,460
| Closed | -$579K | – | 249 |
|
|
2021
Q1 | $579K | Buy |
+3,460
| New | +$579K | 0.07% | 88 |
|