CAPTRUST Financial Advisors’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $414K | Sell |
2,285
-385
| -14% | -$69.7K | ﹤0.01% | 1848 |
|
2025
Q1 | $502K | Buy |
2,670
+925
| +53% | +$174K | ﹤0.01% | 1637 |
|
2024
Q4 | $313K | Sell |
1,745
-481
| -22% | -$86.3K | ﹤0.01% | 1883 |
|
2024
Q3 | $510K | Buy |
2,226
+939
| +73% | +$215K | ﹤0.01% | 1564 |
|
2024
Q2 | $238K | Buy |
+1,287
| New | +$238K | ﹤0.01% | 1946 |
|
2024
Q1 | – | Sell |
-3,160
| Closed | -$482K | – | 2649 |
|
2023
Q4 | $482K | Sell |
3,160
-97
| -3% | -$14.8K | ﹤0.01% | 1762 |
|
2023
Q3 | $410K | Buy |
3,257
+349
| +12% | +$43.9K | ﹤0.01% | 1780 |
|
2023
Q2 | $459K | Buy |
2,908
+276
| +10% | +$43.5K | ﹤0.01% | 1673 |
|
2023
Q1 | $335K | Buy |
2,632
+548
| +26% | +$69.7K | ﹤0.01% | 1670 |
|
2022
Q4 | $294K | Sell |
2,084
-2,178
| -51% | -$307K | ﹤0.01% | 1675 |
|
2022
Q3 | $376K | Buy |
4,262
+365
| +9% | +$32.2K | ﹤0.01% | 1400 |
|
2022
Q2 | $392K | Sell |
3,897
-171
| -4% | -$17.2K | ﹤0.01% | 1266 |
|
2022
Q1 | $590K | Sell |
4,068
-1,900
| -32% | -$276K | ﹤0.01% | 1073 |
|
2021
Q4 | $774K | Buy |
5,968
+336
| +6% | +$43.6K | 0.01% | 925 |
|
2021
Q3 | $779K | Sell |
5,632
-94
| -2% | -$13K | 0.01% | 851 |
|
2021
Q2 | $838K | Sell |
5,726
-1,774
| -24% | -$260K | 0.01% | 786 |
|
2021
Q1 | $1M | Sell |
7,500
-4
| -0.1% | -$533 | 0.01% | 697 |
|
2020
Q4 | $1.03M | Buy |
7,504
+1,752
| +30% | +$241K | 0.01% | 600 |
|
2020
Q3 | $611K | Sell |
5,752
-1,989
| -26% | -$211K | 0.01% | 655 |
|
2020
Q2 | $721K | Sell |
7,741
-5,785
| -43% | -$539K | 0.01% | 591 |
|
2020
Q1 | $1.19M | Sell |
13,526
-12,496
| -48% | -$1.1M | 0.03% | 389 |
|
2019
Q4 | $3.7M | Buy |
26,022
+9,642
| +59% | +$1.37M | 0.06% | 270 |
|
2019
Q3 | $2.44M | Buy |
16,380
+441
| +3% | +$65.6K | 0.09% | 198 |
|
2019
Q2 | $2.08M | Buy |
15,939
+2,927
| +22% | +$382K | 0.08% | 213 |
|
2019
Q1 | $1.74M | Buy |
13,012
+2,557
| +24% | +$342K | 0.07% | 210 |
|
2018
Q4 | $1.22M | Sell |
10,455
-151
| -1% | -$17.6K | 0.07% | 198 |
|
2018
Q3 | $1.36M | Buy |
10,606
+1,150
| +12% | +$147K | 0.06% | 190 |
|
2018
Q2 | $1.05M | Buy |
9,456
+827
| +10% | +$92.2K | 0.06% | 178 |
|
2018
Q1 | $1M | Buy |
8,629
+113
| +1% | +$13.1K | 0.06% | 173 |
|
2017
Q4 | $965K | Buy |
8,516
+1,280
| +18% | +$145K | 0.06% | 184 |
|
2017
Q3 | $841K | Buy |
7,236
+132
| +2% | +$15.3K | 0.06% | 127 |
|
2017
Q2 | $867K | Buy |
+7,104
| New | +$867K | 0.11% | 73 |
|