BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.89K | Sell |
12
-8
| -40% | -$1.26K | ﹤0.01% | 693 |
|
|
2023
Q1 | $2.55K | Hold |
20
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $2.82K | Hold |
20
| – | – | ﹤0.01% | 760 |
|
|
2022
Q3 | $2K | Sell |
20
-7
| -26% | -$700 | ﹤0.01% | 837 |
|
|
2022
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 791 |
|
|
2022
Q1 | $4K | Hold |
27
| – | – | ﹤0.01% | 776 |
|
|
2021
Q4 | $4K | Sell |
27
-4
| -13% | -$593 | ﹤0.01% | 837 |
|
|
2021
Q3 | $4K | Hold |
31
| – | – | ﹤0.01% | 796 |
|
|
2021
Q2 | $5K | Hold |
31
| – | – | ﹤0.01% | 711 |
|
|
2021
Q1 | $4K | Hold |
31
| – | – | ﹤0.01% | 707 |
|
|
2020
Q4 | $4K | Buy |
31
+3
| +11% | +$387 | ﹤0.01% | 707 |
|
|
2020
Q3 | $3K | Hold |
28
| – | – | ﹤0.01% | 664 |
|
|
2020
Q2 | $3K | Sell |
28
-3
| -10% | -$321 | ﹤0.01% | 718 |
|
|
2020
Q1 | $3K | Buy |
31
+4
| +15% | +$387 | ﹤0.01% | 697 |
|
|
2019
Q4 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 681 |
|