Zurich Cantonal Bank’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 | $96.8K | Hold |
2,423
| – | – | ﹤0.01% | 2387 |
|
|
2025
Q1 | $99.2K | Hold |
2,423
| – | – | ﹤0.01% | 2392 |
|
|
2024
Q4 | $90.2K | Hold |
2,423
| – | – | ﹤0.01% | 2461 |
|
|
2024
Q3 | $111K | Hold |
2,423
| – | – | ﹤0.01% | 2384 |
|
|
2024
Q2 | $94.8K | Hold |
2,423
| – | – | ﹤0.01% | 2400 |
|
|
2024
Q1 | $88.9K | Sell |
2,423
-2,434
| -50% | -$89.4K | ﹤0.01% | 2426 |
|
|
2023
Q4 | $210K | Hold |
4,857
| – | – | ﹤0.01% | 2049 |
|
|
2023
Q3 | $196K | Hold |
4,857
| – | – | ﹤0.01% | 1982 |
|
|
2023
Q2 | $231K | Buy |
4,857
+1,167
| +32% | +$55.5K | ﹤0.01% | 1835 |
|
|
2023
Q1 | $178K | Hold |
3,690
| – | – | ﹤0.01% | 1946 |
|
|
2022
Q4 | $176K | Hold |
3,690
| – | – | ﹤0.01% | 1894 |
|
|
2022
Q3 | $159K | Buy |
3,690
+552
| +18% | +$23.8K | ﹤0.01% | 1898 |
|
|
2022
Q2 | $167K | Sell |
3,138
-6,742
| -68% | -$359K | ﹤0.01% | 1907 |
|
|
2022
Q1 | $576K | Buy |
9,880
+4,940
| +100% | +$288K | ﹤0.01% | 1263 |
|
|
2021
Q4 | $294K | Buy |
4,940
+1,546
| +46% | +$92K | ﹤0.01% | 1822 |
|
|
2021
Q3 | $188K | Buy |
+3,394
| New | +$188K | ﹤0.01% | 1967 |
|
|
2021
Q1 | – | Sell |
-3,394
| Closed | -$218K | – | 2575 |
|
|
2020
Q4 | $218K | Hold |
3,394
| – | – | ﹤0.01% | 1790 |
|
|
2020
Q3 | $193K | Hold |
3,394
| – | – | ﹤0.01% | 1619 |
|
|
2020
Q2 | $270K | Buy |
3,394
+281
| +9% | +$22.4K | ﹤0.01% | 1332 |
|
|
2020
Q1 | $314K | Hold |
3,113
| – | – | ﹤0.01% | 1023 |
|
|
2019
Q4 | $365K | Sell |
3,113
-188
| -6% | -$22K | ﹤0.01% | 1019 |
|
|
2019
Q3 | $339K | Buy |
3,301
+411
| +14% | +$42.2K | ﹤0.01% | 1012 |
|
|
2019
Q2 | $245K | Hold |
2,890
| – | – | ﹤0.01% | 1140 |
|
|
2019
Q1 | $219K | Sell |
2,890
-463
| -14% | -$35.1K | ﹤0.01% | 1156 |
|
|
2018
Q4 | $206K | Hold |
3,353
| – | – | ﹤0.01% | 1191 |
|
|
2018
Q3 | $249K | Hold |
3,353
| – | – | ﹤0.01% | 1181 |
|
|
2018
Q2 | $215K | Buy |
3,353
+2,070
| +161% | +$133K | ﹤0.01% | 1204 |
|
|
2018
Q1 | $77K | Hold |
1,283
| – | – | ﹤0.01% | 1765 |
|
|
2017
Q4 | $96K | Hold |
1,283
| – | – | ﹤0.01% | 1594 |
|
|
2017
Q3 | $97K | Hold |
1,283
| – | – | ﹤0.01% | 1421 |
|
|
2017
Q2 | $102K | Hold |
1,283
| – | – | ﹤0.01% | 1365 |
|
|
2017
Q1 | $83K | Buy |
1,283
+5
| +0.4% | +$323 | ﹤0.01% | 1491 |
|
|
2016
Q4 | $84K | Hold |
1,278
| – | – | ﹤0.01% | 1414 |
|
|
2016
Q3 | $81K | Buy |
1,278
+217
| +20% | +$13.8K | ﹤0.01% | 1391 |
|
|
2016
Q2 | $61K | Hold |
1,061
| – | – | ﹤0.01% | 1413 |
|
|
2016
Q1 | $60K | Sell |
1,061
-134
| -11% | -$7.58K | ﹤0.01% | 1364 |
|
|
2015
Q4 | $60K | Buy |
1,195
+808
| +209% | +$40.6K | ﹤0.01% | 1349 |
|
|
2015
Q3 | $18K | Buy |
387
+101
| +35% | +$4.7K | ﹤0.01% | 1544 |
|
|
2015
Q2 | $13K | Hold |
286
| – | – | ﹤0.01% | 1258 |
|
|
2015
Q1 | $16K | Buy |
286
+65
| +29% | +$3.64K | ﹤0.01% | 1173 |
|
|
2014
Q4 | $11K | Buy |
221
+136
| +160% | +$6.77K | ﹤0.01% | 944 |
|
|
2014
Q3 | $4K | Hold |
85
| – | – | ﹤0.01% | 950 |
|
|
2014
Q2 | $4K | Hold |
85
| – | – | ﹤0.01% | 992 |
|
|
2014
Q1 | $4K | Hold |
85
| – | – | ﹤0.01% | 973 |
|
|
2013
Q4 | $3K | Buy |
85
+27
| +47% | +$953 | ﹤0.01% | 969 |
|
|
2013
Q3 | $2K | Hold |
58
| – | – | ﹤0.01% | 972 |
|
|
2013
Q2 | $3K | Buy |
+58
| New | +$3K | ﹤0.01% | 964 |
|