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Baldwin Wealth Partners’s Universal Health Services UHS Stock Holding History

Baldwin Wealth Partners’s Portfolio UHS Stock Details UHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-624
Closed -$143K – 967
2024
Q3 		$143K Buy
+624
New +$134K 0.01% 369

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Baldwin Wealth Partners's UHS Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Universal Health Services (UHS) in Q4 2024, closing a stake of 624 shares — an estimated $143K sold.

Baldwin Wealth Partners first reported a position in UHS in Q3 2024 and held it in 1 quarter. The position peaked at $143K in Q3 2024. 601 funds tracked by Wall St. Rank hold UHS as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Universal Health Services position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 624 Universal Health Services shares in Q4 2024, an estimated $143K.
  • Baldwin Wealth Partners first reported a position in Universal Health Services in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Universal Health Services position peaked at $143K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Universal Health Services as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.