United Capital Financial Advisors’s United Therapeutics UTHR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-870
| Closed | -$312K | – | 1097 |
|
|
2024
Q3 | $312K | Sell |
870
-51
| -6% | -$18.3K | ﹤0.01% | 861 |
|
|
2024
Q2 | $293K | Buy |
921
+31
| +3% | +$9.88K | ﹤0.01% | 858 |
|
|
2024
Q1 | $204K | Sell |
890
-76
| -8% | -$17.5K | ﹤0.01% | 1006 |
|
|
2023
Q4 | $212K | Buy |
+966
| New | +$212K | ﹤0.01% | 983 |
|
|
2023
Q3 | – | Sell |
-1,582
| Closed | -$349K | – | 899 |
|
|
2023
Q2 | $349K | Sell |
1,582
-472
| -23% | -$104K | ﹤0.01% | 740 |
|
|
2023
Q1 | $460K | Sell |
2,054
-2,553
| -55% | -$572K | ﹤0.01% | 738 |
|
|
2022
Q4 | $1.28M | Buy |
4,607
+227
| +5% | +$63.1K | 0.01% | 565 |
|
|
2022
Q3 | $917K | Sell |
4,380
-229
| -5% | -$47.9K | 0.01% | 628 |
|
|
2022
Q2 | $1.09M | Buy |
4,609
+16
| +0.3% | +$3.77K | 0.01% | 627 |
|
|
2022
Q1 | $824K | Hold |
4,593
| – | – | ﹤0.01% | 709 |
|
|
2021
Q4 | $992K | Hold |
4,593
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $848K | Buy |
4,593
+2
| +0% | +$369 | ﹤0.01% | 718 |
|
|
2021
Q2 | $824K | Sell |
4,591
-50
| -1% | -$8.97K | ﹤0.01% | 741 |
|
|
2021
Q1 | $776K | Hold |
4,641
| – | – | ﹤0.01% | 735 |
|
|
2020
Q4 | $704K | Sell |
4,641
-1
| -0% | -$152 | ﹤0.01% | 756 |
|
|
2020
Q3 | $469K | Buy |
4,642
+1
| +0% | +$101 | ﹤0.01% | 839 |
|
|
2020
Q2 | $562K | Hold |
4,641
| – | – | ﹤0.01% | 823 |
|
|
2020
Q1 | $440K | Sell |
4,641
-759
| -14% | -$72K | ﹤0.01% | 853 |
|
|
2019
Q4 | $476K | Hold |
5,400
| – | – | ﹤0.01% | 1001 |
|
|
2019
Q3 | $431K | Buy |
+5,400
| New | +$431K | ﹤0.01% | 980 |
|
|
2017
Q4 | – | Sell |
-7,691
| Closed | -$901K | – | 1359 |
|
|
2017
Q3 | $901K | Buy |
+7,691
| New | +$901K | 0.01% | 803 |
|
|
2017
Q1 | – | Sell |
-4,250
| Closed | -$610K | – | 1292 |
|
|
2016
Q4 | $610K | Buy |
4,250
+581
| +16% | +$83.4K | 0.01% | 882 |
|
|
2016
Q3 | $433K | Buy |
3,669
+1,118
| +44% | +$132K | ﹤0.01% | 999 |
|
|
2016
Q2 | $270K | Buy |
+2,551
| New | +$270K | ﹤0.01% | 1066 |
|