AE Wealth Management’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-2,195
| Closed | -$346K | – | 1931 |
|
2023
Q4 | $346K | Buy |
+2,195
| New | +$346K | ﹤0.01% | 1632 |
|
2023
Q3 | – | Sell |
-4,294
| Closed | -$677K | – | 2071 |
|
2023
Q2 | $677K | Buy |
4,294
+2,401
| +127% | +$379K | ﹤0.01% | 1247 |
|
2023
Q1 | $241K | Buy |
+1,893
| New | +$241K | ﹤0.01% | 1646 |
|
2020
Q4 | – | Sell |
-3,527
| Closed | -$377K | – | 1410 |
|
2020
Q3 | $377K | Buy |
+3,527
| New | +$377K | 0.01% | 960 |
|