Creative Planning’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 | $1.87M | Buy |
10,319
+1,929
| +23% | +$349K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $1.58M | Buy |
8,390
+171
| +2% | +$32.1K | ﹤0.01% | 1362 |
|
|
2024
Q4 | $1.47M | Buy |
8,219
+1,575
| +24% | +$283K | ﹤0.01% | 1342 |
|
|
2024
Q3 | $1.52M | Buy |
6,644
+869
| +15% | +$199K | ﹤0.01% | 1231 |
|
|
2024
Q2 | $1.07M | Buy |
5,775
+1,140
| +25% | +$211K | ﹤0.01% | 1354 |
|
|
2024
Q1 | $846K | Buy |
4,635
+944
| +26% | +$172K | ﹤0.01% | 1445 |
|
|
2023
Q4 | $563K | Buy |
3,691
+168
| +5% | +$25.6K | ﹤0.01% | 1634 |
|
|
2023
Q3 | $443K | Buy |
3,523
+435
| +14% | +$54.7K | ﹤0.01% | 1637 |
|
|
2023
Q2 | $487K | Sell |
3,088
-14
| -0.5% | -$2.21K | ﹤0.01% | 1559 |
|
|
2023
Q1 | $394K | Buy |
3,102
+660
| +27% | +$83.9K | ﹤0.01% | 1627 |
|
|
2022
Q4 | $344K | Buy |
+2,442
| New | +$344K | ﹤0.01% | 1629 |
|
|
2022
Q2 | – | Sell |
-1,557
| Closed | -$226K | – | 2421 |
|
|
2022
Q1 | $226K | Buy |
1,557
+6
| +0.4% | +$871 | ﹤0.01% | 1815 |
|
|
2021
Q4 | $201K | Buy |
1,551
+3
| +0.2% | +$389 | ﹤0.01% | 1872 |
|
|
2021
Q3 | $214K | Sell |
1,548
-341
| -18% | -$47.1K | ﹤0.01% | 1822 |
|
|
2021
Q2 | $277K | Sell |
1,889
-235
| -11% | -$34.5K | ﹤0.01% | 1600 |
|
|
2021
Q1 | $283K | Sell |
2,124
-17
| -0.8% | -$2.27K | ﹤0.01% | 1799 |
|
|
2020
Q4 | $294K | Buy |
+2,141
| New | +$294K | ﹤0.01% | 1620 |
|
|
2019
Q3 | – | Sell |
-1,626
| Closed | -$212K | – | 1948 |
|
|
2019
Q2 | $212K | Sell |
1,626
-452
| -22% | -$58.9K | ﹤0.01% | 1577 |
|
|
2019
Q1 | $278K | Buy |
+2,078
| New | +$278K | ﹤0.01% | 1361 |
|
|
2018
Q4 | – | Sell |
-1,646
| Closed | -$210K | – | 1928 |
|
|
2018
Q3 | $210K | Buy |
+1,646
| New | +$210K | ﹤0.01% | 1635 |
|
|
2017
Q3 | – | Sell |
-1,152
| Closed | -$141K | – | 3498 |
|
|
2017
Q2 | $141K | Buy |
1,152
+27
| +2% | +$3.31K | ﹤0.01% | 1728 |
|
|
2017
Q1 | $140K | Buy |
1,125
+17
| +2% | +$2.12K | ﹤0.01% | 1725 |
|
|
2016
Q4 | $118K | Sell |
1,108
-588
| -35% | -$62.6K | ﹤0.01% | 1742 |
|
|
2016
Q3 | $209K | Buy |
1,696
+588
| +53% | +$72.5K | ﹤0.01% | 1372 |
|
|
2016
Q2 | $149K | Buy |
1,108
+55
| +5% | +$7.4K | ﹤0.01% | 1420 |
|
|
2016
Q1 | $131K | Buy |
1,053
+131
| +14% | +$16.3K | ﹤0.01% | 1464 |
|
|
2015
Q4 | $110K | Buy |
922
+22
| +2% | +$2.63K | ﹤0.01% | 1562 |
|
|
2015
Q3 | $112K | Buy |
+900
| New | +$112K | ﹤0.01% | 1524 |
|
|
2015
Q2 | – | Sell |
-933
| Closed | -$110K | – | 2779 |
|
|
2015
Q1 | $110K | Buy |
933
+32
| +4% | +$3.77K | ﹤0.01% | 1517 |
|
|
2014
Q4 | $100K | Buy |
901
+50
| +6% | +$5.55K | ﹤0.01% | 1543 |
|
|
2014
Q3 | $89K | Buy |
851
+15
| +2% | +$1.57K | ﹤0.01% | 1540 |
|
|
2014
Q2 | $80K | Buy |
836
+30
| +4% | +$2.87K | ﹤0.01% | 1560 |
|
|
2014
Q1 | $66K | Hold |
806
| – | – | ﹤0.01% | 1632 |
|
|
2013
Q4 | $65K | Hold |
806
| – | – | ﹤0.01% | 1437 |
|
|
2013
Q3 | $60K | Hold |
806
| – | – | ﹤0.01% | 1406 |
|
|
2013
Q2 | $54K | Buy |
+806
| New | +$54K | ﹤0.01% | 1344 |
|