Carson Wealth (CWM LLC)’s Universal Health Services UHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.01M | Sell |
11,108
-208
| -2% | -$37.7K | 0.01% | 947 |
|
|
2025
Q1 | $2.13M | Buy |
11,316
+7,858
| +227% | +$1.48M | 0.01% | 811 |
|
|
2024
Q4 | $621K | Sell |
3,458
-999
| -22% | -$179K | ﹤0.01% | 1295 |
|
|
2024
Q3 | $1.02M | Buy |
4,457
+3,515
| +373% | +$805K | ﹤0.01% | 1016 |
|
|
2024
Q2 | $174K | Buy |
942
+226
| +32% | +$41.7K | ﹤0.01% | 1657 |
|
|
2024
Q1 | $131K | Buy |
716
+40
| +6% | +$7.32K | ﹤0.01% | 1726 |
|
|
2023
Q4 | $103K | Sell |
676
-154
| -19% | -$23.5K | ﹤0.01% | 1752 |
|
|
2023
Q3 | $104K | Buy |
830
+50
| +6% | +$6.27K | ﹤0.01% | 1604 |
|
|
2023
Q2 | $123K | Buy |
780
+47
| +6% | +$7.41K | ﹤0.01% | 1463 |
|
|
2023
Q1 | $93K | Buy |
733
+329
| +81% | +$41.7K | ﹤0.01% | 1529 |
|
|
2022
Q4 | $57K | Sell |
404
-83
| -17% | -$11.7K | ﹤0.01% | 1665 |
|
|
2022
Q3 | $43K | Sell |
487
-1,064
| -69% | -$93.9K | ﹤0.01% | 1734 |
|
|
2022
Q2 | $156K | Sell |
1,551
-3
| -0.2% | -$302 | ﹤0.01% | 1141 |
|
|
2022
Q1 | $225K | Buy |
1,554
+176
| +13% | +$25.5K | ﹤0.01% | 994 |
|
|
2021
Q4 | $179K | Buy |
+1,378
| New | +$179K | ﹤0.01% | 1071 |
|
|
2021
Q2 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2021
Q1 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2020
Q4 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2020
Q3 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2020
Q2 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2020
Q1 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2019
Q4 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2019
Q3 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2019
Q2 | $184K | Hold |
1,256
| – | – | ﹤0.01% | 929 |
|
|
2019
Q1 | $184K | Buy |
1,256
+1,248
| +15,600% | +$183K | ﹤0.01% | 929 |
|
|
2018
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1997 |
|
|
2018
Q3 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 1756 |
|
|
2018
Q1 | – | Sell |
-39
| Closed | -$4K | – | 1540 |
|
|
2017
Q4 | $4K | Hold |
39
| – | – | ﹤0.01% | 1160 |
|
|
2017
Q3 | $4K | Hold |
39
| – | – | ﹤0.01% | 1162 |
|
|
2017
Q2 | $5K | Hold |
39
| – | – | ﹤0.01% | 890 |
|
|
2017
Q1 | $5K | Hold |
39
| – | – | ﹤0.01% | 876 |
|
|
2016
Q4 | $4K | Sell |
39
-93
| -70% | -$9.54K | ﹤0.01% | 894 |
|
|
2016
Q3 | $16K | Buy |
+132
| New | +$16K | ﹤0.01% | 588 |
|
|
2014
Q1 | – | Sell |
-399
| Closed | -$32K | – | 423 |
|
|
2013
Q4 | $32K | Hold |
399
| – | – | 0.01% | 294 |
|
|
2013
Q3 | $30K | Buy |
+399
| New | +$30K | 0.01% | 232 |
|