Wells Fargo’s Universal Health Realty Income Trust UHT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $628K | Buy |
15,710
+506
| +3% | +$20.2K | ﹤0.01% | 3630 |
|
2025
Q1 | $623K | Buy |
15,204
+553
| +4% | +$22.7K | ﹤0.01% | 3528 |
|
2024
Q4 | $545K | Sell |
14,651
-5,685
| -28% | -$212K | ﹤0.01% | 3663 |
|
2024
Q3 | $930K | Buy |
20,336
+224
| +1% | +$10.2K | ﹤0.01% | 3245 |
|
2024
Q2 | $787K | Buy |
20,112
+84
| +0.4% | +$3.29K | ﹤0.01% | 3323 |
|
2024
Q1 | $735K | Sell |
20,028
-356
| -2% | -$13.1K | ﹤0.01% | 3309 |
|
2023
Q4 | $882K | Sell |
20,384
-168
| -0.8% | -$7.27K | ﹤0.01% | 3186 |
|
2023
Q3 | $831K | Sell |
20,552
-3,458
| -14% | -$140K | ﹤0.01% | 3204 |
|
2023
Q2 | $1.14M | Buy |
24,010
+2,334
| +11% | +$111K | ﹤0.01% | 3195 |
|
2023
Q1 | $1.04M | Buy |
21,676
+2,167
| +11% | +$104K | ﹤0.01% | 3131 |
|
2022
Q4 | $931K | Buy |
19,509
+3,667
| +23% | +$175K | ﹤0.01% | 3093 |
|
2022
Q3 | $685K | Sell |
15,842
-2,711
| -15% | -$117K | ﹤0.01% | 3267 |
|
2022
Q2 | $986K | Sell |
18,553
-8,458
| -31% | -$450K | ﹤0.01% | 3117 |
|
2022
Q1 | $1.58M | Sell |
27,011
-6,507
| -19% | -$380K | ﹤0.01% | 3301 |
|
2021
Q4 | $1.99M | Buy |
33,518
+5,453
| +19% | +$324K | ﹤0.01% | 3294 |
|
2021
Q3 | $1.55M | Buy |
28,065
+3,920
| +16% | +$217K | ﹤0.01% | 3689 |
|
2021
Q2 | $1.49M | Sell |
24,145
-1,530
| -6% | -$94.2K | ﹤0.01% | 3732 |
|
2021
Q1 | $1.74M | Sell |
25,675
-14,611
| -36% | -$990K | ﹤0.01% | 3603 |
|
2020
Q4 | $2.59M | Sell |
40,286
-13,773
| -25% | -$885K | ﹤0.01% | 3264 |
|
2020
Q3 | $3.08M | Sell |
54,059
-4,665
| -8% | -$266K | ﹤0.01% | 2927 |
|
2020
Q2 | $4.67M | Sell |
58,724
-4,059
| -6% | -$323K | ﹤0.01% | 2496 |
|
2020
Q1 | $6.33M | Sell |
62,783
-43,818
| -41% | -$4.42M | ﹤0.01% | 2023 |
|
2019
Q4 | $12.5M | Buy |
106,601
+20,260
| +23% | +$2.38M | ﹤0.01% | 1787 |
|
2019
Q3 | $8.88M | Buy |
86,341
+8,946
| +12% | +$920K | ﹤0.01% | 2022 |
|
2019
Q2 | $6.57M | Buy |
77,395
+12,385
| +19% | +$1.05M | ﹤0.01% | 2306 |
|
2019
Q1 | $4.92M | Buy |
65,010
+8,366
| +15% | +$633K | ﹤0.01% | 2555 |
|
2018
Q4 | $3.48M | Buy |
56,644
+4,217
| +8% | +$259K | ﹤0.01% | 2759 |
|
2018
Q3 | $3.9M | Sell |
52,427
-237
| -0.5% | -$17.6K | ﹤0.01% | 2832 |
|
2018
Q2 | $3.37M | Buy |
52,664
+877
| +2% | +$56.1K | ﹤0.01% | 3000 |
|
2018
Q1 | $3.11M | Buy |
51,787
+1,140
| +2% | +$68.5K | ﹤0.01% | 2983 |
|
2017
Q4 | $3.81M | Buy |
50,647
+4,133
| +9% | +$311K | ﹤0.01% | 2802 |
|
2017
Q3 | $3.51M | Buy |
46,514
+6,538
| +16% | +$494K | ﹤0.01% | 2801 |
|
2017
Q2 | $3.18M | Buy |
39,976
+9,989
| +33% | +$794K | ﹤0.01% | 2803 |
|
2017
Q1 | $1.94M | Sell |
29,987
-1,939
| -6% | -$125K | ﹤0.01% | 3201 |
|
2016
Q4 | $2.09M | Buy |
31,926
+6,656
| +26% | +$437K | ﹤0.01% | 3080 |
|
2016
Q3 | $1.59M | Sell |
25,270
-501
| -2% | -$31.6K | ﹤0.01% | 3100 |
|
2016
Q2 | $1.47M | Buy |
25,771
+2,137
| +9% | +$122K | ﹤0.01% | 3150 |
|
2016
Q1 | $1.33M | Sell |
23,634
-16,316
| -41% | -$917K | ﹤0.01% | 3173 |
|
2015
Q4 | $2M | Buy |
39,950
+17,486
| +78% | +$875K | ﹤0.01% | 2937 |
|
2015
Q3 | $1.06M | Buy |
22,464
+713
| +3% | +$33.5K | ﹤0.01% | 3381 |
|
2015
Q2 | $1.01M | Buy |
21,751
+2,512
| +13% | +$117K | ﹤0.01% | 3541 |
|
2015
Q1 | $1.08M | Sell |
19,239
-29,416
| -60% | -$1.65M | ﹤0.01% | 3436 |
|
2014
Q4 | $2.34M | Buy |
48,655
+825
| +2% | +$39.7K | ﹤0.01% | 2871 |
|
2014
Q3 | $1.99M | Buy |
47,830
+1,556
| +3% | +$64.8K | ﹤0.01% | 2982 |
|
2014
Q2 | $2.01M | Buy |
46,274
+7,303
| +19% | +$317K | ﹤0.01% | 2979 |
|
2014
Q1 | $1.65M | Buy |
38,971
+25,965
| +200% | +$1.1M | ﹤0.01% | 3099 |
|
2013
Q4 | $521K | Sell |
13,006
-2,390
| -16% | -$95.7K | ﹤0.01% | 3736 |
|
2013
Q3 | $645K | Buy |
15,396
+3,985
| +35% | +$167K | ﹤0.01% | 3597 |
|
2013
Q2 | $492K | Buy |
+11,411
| New | +$492K | ﹤0.01% | 3672 |
|