United Capital Financial Advisors’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	$371K	Buy	626 +127	+25%	+$63.2K	﹤0.01%	1223
2025 Q4	$243K	Buy	+499	New	+$232K	﹤0.01%	1254
2024 Q4	–	Sell	-870	Closed	-$312K	–	1106
2024 Q3	$312K	Sell	870 -51	-6%	-$17.2K	﹤0.01%	861
2024 Q2	$293K	Buy	921 +31	+3%	+$8.21K	﹤0.01%	864
2024 Q1	$204K	Sell	890 -76	-8%	-$17.1K	﹤0.01%	1014
2023 Q4	$212K	Buy	+966	New	+$223K	﹤0.01%	987
2023 Q3	–	Sell	-1,582	Closed	-$349K	–	900
2023 Q2	$349K	Sell	1,582 -472	-23%	-$105K	﹤0.01%	741
2023 Q1	$460K	Sell	2,054 -2,553	-55%	-$629K	﹤0.01%	741
2022 Q4	$1.28M	Buy	4,607 +227	+5%	+$57.3K	0.01%	565
2022 Q3	$917K	Sell	4,380 -229	-5%	-$51.2K	0.01%	628
2022 Q2	$1.09M	Buy	4,609 +16	+0.3%	+$3.25K	0.01%	627
2022 Q1	$824K	Hold	4,593	–	–	﹤0.01%	712
2021 Q4	$992K	Hold	4,593	–	–	﹤0.01%	680
2021 Q3	$848K	Buy	4,593 +2	+0%	+$394	﹤0.01%	719
2021 Q2	$824K	Sell	4,591 -50	-1%	-$9.52K	﹤0.01%	743
2021 Q1	$776K	Hold	4,641	–	–	﹤0.01%	736
2020 Q4	$704K	Sell	4,641 -1	-0%	-$131	﹤0.01%	760
2020 Q3	$469K	Buy	4,642 +1	+0%	+$110	﹤0.01%	843
2020 Q2	$562K	Hold	4,641	–	–	﹤0.01%	828
2020 Q1	$440K	Sell	4,641 -759	-14%	-$72.1K	﹤0.01%	858
2019 Q4	$476K	Hold	5,400	–	–	﹤0.01%	1010
2019 Q3	$431K	Buy	+5,400	New	+$435K	﹤0.01%	989
2017 Q4	–	Sell	-7,691	Closed	-$901K	–	1359
2017 Q3	$901K	Buy	+7,691	New	+$982K	0.01%	803
2017 Q1	–	Sell	-4,250	Closed	-$610K	–	1292
2016 Q4	$610K	Buy	4,250 +581	+16%	+$74.2K	0.01%	882
2016 Q3	$433K	Buy	3,669 +1,118	+44%	+$134K	﹤0.01%	999
2016 Q2	$270K	Buy	+2,551	New	+$285K	﹤0.01%	1066