WealthTrust Axiom’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Sell |
34,736
-1,232
| -3% | -$51.1K | 0.35% | 65 |
|
|
2025
Q4 | $1.41M | Sell |
35,968
-932
| -3% | -$36.3K | 0.36% | 62 |
|
|
2025
Q3 | $1.45M | Sell |
36,900
-532
| -1% | -$21.4K | 0.39% | 59 |
|
|
2025
Q2 | $1.5M | Sell |
37,432
-783
| -2% | -$30.8K | 0.44% | 53 |
|
|
2025
Q1 | $1.57M | Sell |
38,215
-2,634
| -6% | -$103K | 0.48% | 46 |
|
|
2024
Q4 | $1.52M | Sell |
40,849
-1,482
| -4% | -$60.4K | 0.45% | 50 |
|
|
2024
Q3 | $1.94M | Sell |
42,331
-236
| -0.6% | -$10.1K | 0.57% | 41 |
|
|
2024
Q2 | $1.67M | Sell |
42,567
-218
| -0.5% | -$7.97K | 0.55% | 42 |
|
|
2024
Q1 | $1.57M | Buy |
42,785
+501
| +1% | +$19.9K | 0.51% | 47 |
|
|
2023
Q4 | $1.83M | Buy |
42,284
+963
| +2% | +$39.3K | 0.61% | 40 |
|
|
2023
Q3 | $1.67M | Sell |
41,321
-535
| -1% | -$24.8K | 0.6% | 39 |
|
|
2023
Q2 | $1.99M | Buy |
41,856
+5,912
| +16% | +$272K | 0.66% | 36 |
|
|
2023
Q1 | $1.73M | Buy |
35,944
+612
| +2% | +$31.6K | 0.59% | 43 |
|
|
2022
Q4 | $1.69M | Buy |
35,332
+2,261
| +7% | +$109K | 0.59% | 39 |
|
|
2022
Q3 | $1.43M | Buy |
33,071
+7,008
| +27% | +$358K | 0.54% | 42 |
|
|
2022
Q2 | $1.39M | Buy |
26,063
+2,257
| +9% | +$119K | 0.49% | 49 |
|
|
2022
Q1 | $1.39M | Sell |
23,806
-244
| -1% | -$14.1K | 0.43% | 52 |
|
|
2021
Q4 | $1.43M | Buy |
24,050
+19,200
| +396% | +$1.12M | 0.46% | 53 |
|
|
2021
Q3 | $268K | Hold |
4,850
| – | – | 0.09% | 179 |
|
|
2021
Q2 | $298K | Sell |
4,850
-500
| -9% | -$33.8K | 0.1% | 178 |
|
|
2021
Q1 | $362K | Buy |
+5,350
| New | +$352K | 0.12% | 146 |
|
|
2017
Q3 | – | Sell |
-6,050
| Closed | -$481K | – | 225 |
|
|
2017
Q2 | $481K | Sell |
6,050
-4,410
| -42% | -$318K | 0.18% | 115 |
|
|
2017
Q1 | $674K | Sell |
10,460
-4,346
| -29% | -$275K | 0.25% | 97 |
|
|
2016
Q4 | $971K | Sell |
14,806
-9,594
| -39% | -$577K | 0.35% | 73 |
|
|
2016
Q3 | $1.54M | Sell |
24,400
-2,339
| -9% | -$141K | 0.57% | 49 |
|
|
2016
Q2 | $1.53M | Sell |
26,739
-131
| -0.5% | -$7.23K | 0.59% | 49 |
|
|
2016
Q1 | $1.51M | Sell |
26,870
-738
| -3% | -$37.8K | 0.6% | 48 |
|
|
2015
Q4 | $1.38M | Buy |
27,608
+716
| +3% | +$35.8K | 0.55% | 54 |
|
|
2015
Q3 | $1.26M | Buy |
26,892
+17
| +0.1% | +$809 | 0.52% | 56 |
|
|
2015
Q2 | $1.25M | Sell |
26,875
-183
| -0.7% | -$9.12K | 0.46% | 60 |
|
|
2015
Q1 | $1.52M | Sell |
27,058
-2,186
| -7% | -$114K | 0.54% | 50 |
|
|
2014
Q4 | $1.41M | Buy |
29,244
+16
| +0.1% | +$754 | 0.5% | 57 |
|
|
2014
Q3 | $1.22M | Buy |
29,228
+18
| +0.1% | +$780 | 0.43% | 62 |
|
|
2014
Q2 | $1.27M | Buy |
29,210
+1,518
| +5% | +$65.1K | 0.43% | 60 |
|
|
2014
Q1 | $1.17M | Buy |
27,692
+617
| +2% | +$25.9K | 0.42% | 58 |
|
|
2013
Q4 | $1.08M | Buy |
27,075
+368
| +1% | +$15.6K | 0.42% | 55 |
|
|
2013
Q3 | $1.12M | Buy |
26,707
+9,767
| +58% | +$415K | 0.46% | 55 |
|
|
2013
Q2 | $730K | Buy |
+16,940
| New | +$869K | 0.31% | 68 |
|
Other funds holding UHT
VPM
VCM
VIM
