AWM
AllSquare Wealth Management’s Universal Health Services UHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Hold |
1,125
| – | – | 0.11% | 109 |
|
|
2025
Q1 | $211K | Hold |
1,125
| – | – | 0.13% | 102 |
|
|
2024
Q4 | $202K | Hold |
1,125
| – | – | 0.12% | 102 |
|
|
2024
Q3 | $258K | Hold |
1,125
| – | – | 0.15% | 91 |
|
|
2024
Q2 | $208K | Hold |
1,125
| – | – | 0.12% | 98 |
|
|
2024
Q1 | $205K | Hold |
1,125
| – | – | 0.12% | 102 |
|
|
2023
Q4 | $171K | Hold |
1,125
| – | – | 0.11% | 110 |
|
|
2023
Q3 | $141K | Hold |
1,125
| – | – | 0.09% | 117 |
|
|
2023
Q2 | $148K | Hold |
1,125
| – | – | 0.1% | 112 |
|
|
2023
Q1 | $143K | Hold |
1,125
| – | – | 0.09% | 117 |
|
|
2022
Q4 | $159K | Hold |
1,125
| – | – | 0.11% | 105 |
|
|
2022
Q3 | $99K | Hold |
1,125
| – | – | 0.07% | 123 |
|
|
2022
Q2 | $113K | Hold |
1,125
| – | – | 0.08% | 121 |
|
|
2022
Q1 | $163K | Hold |
1,125
| – | – | 0.1% | 111 |
|
|
2021
Q4 | $146K | Hold |
1,125
| – | – | 0.09% | 114 |
|
|
2021
Q3 | $156K | Hold |
1,125
| – | – | 0.09% | 114 |
|
|
2021
Q2 | $165K | Hold |
1,125
| – | – | 0.1% | 113 |
|
|
2021
Q1 | $150K | Hold |
1,125
| – | – | 0.09% | 118 |
|
|
2020
Q4 | $155K | Hold |
1,125
| – | – | 0.1% | 105 |
|
|
2020
Q3 | $120K | Hold |
1,125
| – | – | 0.09% | 115 |
|
|
2020
Q2 | $105K | Hold |
1,125
| – | – | 0.08% | 118 |
|
|
2020
Q1 | $111K | Hold |
1,125
| – | – | 0.1% | 106 |
|
|
2019
Q4 | $161K | Hold |
1,125
| – | – | 0.11% | 98 |
|
|
2019
Q3 | $167K | Sell |
1,125
-338
| -23% | -$50.2K | 0.12% | 91 |
|
|
2019
Q2 | $191K | Sell |
1,463
-120
| -8% | -$15.7K | 0.14% | 83 |
|
|
2019
Q1 | $212K | Hold |
1,583
| – | – | 0.16% | 75 |
|
|
2018
Q4 | $185K | Sell |
1,583
-114
| -7% | -$13.3K | 0.15% | 76 |
|
|
2018
Q3 | $217K | Sell |
1,697
-75
| -4% | -$9.59K | 0.16% | 73 |
|
|
2018
Q2 | $197K | Hold |
1,772
| – | – | 0.15% | 75 |
|
|
2018
Q1 | $210K | Buy |
1,772
+1,248
| +238% | +$148K | 0.17% | 68 |
|
|
2017
Q4 | $59K | Hold |
524
| – | – | 0.05% | 133 |
|
|
2017
Q3 | $58K | Buy |
+524
| New | +$58K | 0.05% | 130 |
|
|
2017
Q2 | – | Sell |
-524
| Closed | -$65K | – | 350 |
|
|
2017
Q1 | $65K | Hold |
524
| – | – | 0.06% | 118 |
|
|
2016
Q4 | $56K | Hold |
524
| – | – | 0.05% | 127 |
|
|
2016
Q3 | $65K | Hold |
524
| – | – | 0.06% | 106 |
|
|
2016
Q2 | $70K | Hold |
524
| – | – | 0.07% | 96 |
|
|
2016
Q1 | $65K | Hold |
524
| – | – | 0.06% | 100 |
|
|
2015
Q4 | $63K | Hold |
524
| – | – | 0.06% | 102 |
|
|
2015
Q3 | $65K | Hold |
524
| – | – | 0.07% | 100 |
|
|
2015
Q2 | $74K | Hold |
524
| – | – | 0.07% | 99 |
|
|
2015
Q1 | $62K | Hold |
524
| – | – | 0.06% | 113 |
|
|
2014
Q4 | $58K | Buy |
+524
| New | +$58K | 0.06% | 114 |
|