United Capital Financial Advisors’s Medical Properties Trust MPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.1K | Sell |
12,092
-63
| -0.5% | -$272 | ﹤0.01% | 1076 |
|
|
2025
Q1 | $73.3K | Buy |
12,155
+1,839
| +18% | +$11.1K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $40.7K | Sell |
10,316
-3,166
| -23% | -$12.5K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $78.9K | Sell |
13,482
-2,288
| -15% | -$13.4K | ﹤0.01% | 1036 |
|
|
2024
Q2 | $68K | Sell |
15,770
-1,437
| -8% | -$6.19K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $80.9K | Buy |
17,207
+1,167
| +7% | +$5.49K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $78.8K | Buy |
+16,040
| New | +$78.8K | ﹤0.01% | 1041 |
|
|
2023
Q2 | – | Sell |
-30,222
| Closed | -$248K | – | 939 |
|
|
2023
Q1 | $248K | Sell |
30,222
-1,350
| -4% | -$11.1K | ﹤0.01% | 865 |
|
|
2022
Q4 | $352K | Sell |
31,572
-33,452
| -51% | -$373K | ﹤0.01% | 841 |
|
|
2022
Q3 | $771K | Sell |
65,024
-68,984
| -51% | -$818K | ﹤0.01% | 665 |
|
|
2022
Q2 | $2.05M | Sell |
134,008
-299,120
| -69% | -$4.57M | 0.01% | 485 |
|
|
2022
Q1 | $9.16M | Buy |
433,128
+5,146
| +1% | +$109K | 0.04% | 288 |
|
|
2021
Q4 | $10.1M | Sell |
427,982
-7,052
| -2% | -$167K | 0.05% | 276 |
|
|
2021
Q3 | $8.73M | Buy |
435,034
+31,564
| +8% | +$633K | 0.04% | 294 |
|
|
2021
Q2 | $8.11M | Buy |
403,470
+26,130
| +7% | +$525K | 0.04% | 303 |
|
|
2021
Q1 | $8.03M | Buy |
377,340
+12,593
| +3% | +$268K | 0.04% | 286 |
|
|
2020
Q4 | $7.95M | Buy |
364,747
+58,698
| +19% | +$1.28M | 0.05% | 281 |
|
|
2020
Q3 | $5.4M | Buy |
306,049
+26,586
| +10% | +$469K | 0.04% | 333 |
|
|
2020
Q2 | $5.25M | Buy |
279,463
+28,389
| +11% | +$534K | 0.04% | 346 |
|
|
2020
Q1 | $4.34M | Sell |
251,074
-33,932
| -12% | -$587K | 0.04% | 360 |
|
|
2019
Q4 | $6.02M | Sell |
285,006
-30,597
| -10% | -$646K | 0.04% | 392 |
|
|
2019
Q3 | $6.17M | Sell |
315,603
-21,527
| -6% | -$421K | 0.04% | 364 |
|
|
2019
Q2 | $5.88M | Sell |
337,130
-32,211
| -9% | -$562K | 0.04% | 389 |
|
|
2019
Q1 | $6.84M | Sell |
369,341
-30,030
| -8% | -$556K | 0.05% | 347 |
|
|
2018
Q4 | $6.42M | Buy |
399,371
+4,800
| +1% | +$77.2K | 0.05% | 326 |
|
|
2018
Q3 | $5.88M | Sell |
394,571
-2,600
| -0.7% | -$38.8K | 0.04% | 400 |
|
|
2018
Q2 | $5.58M | Buy |
397,171
+16,350
| +4% | +$230K | 0.04% | 398 |
|
|
2018
Q1 | $4.95M | Buy |
380,821
+28,133
| +8% | +$366K | 0.04% | 415 |
|
|
2017
Q4 | $4.86M | Buy |
352,688
+37,153
| +12% | +$512K | 0.04% | 417 |
|
|
2017
Q3 | $4.14M | Buy |
315,535
+23,853
| +8% | +$313K | 0.04% | 422 |
|
|
2017
Q2 | $3.75M | Sell |
291,682
-2,016
| -0.7% | -$25.9K | 0.03% | 433 |
|
|
2017
Q1 | $3.79M | Buy |
293,698
+12,538
| +4% | +$162K | 0.04% | 426 |
|
|
2016
Q4 | $3.46M | Sell |
281,160
-18,355
| -6% | -$226K | 0.03% | 447 |
|
|
2016
Q3 | $4.42M | Sell |
299,515
-16,790
| -5% | -$248K | 0.04% | 406 |
|
|
2016
Q2 | $4.75M | Sell |
316,305
-13,270
| -4% | -$199K | 0.05% | 368 |
|
|
2016
Q1 | $4.28M | Buy |
329,575
+43,756
| +15% | +$568K | 0.05% | 363 |
|
|
2015
Q4 | $3.29M | Buy |
285,819
+74,845
| +35% | +$862K | 0.04% | 433 |
|
|
2015
Q3 | $2.33M | Buy |
+210,974
| New | +$2.33M | 0.03% | 500 |
|