Diversified Trust’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 | $261K | Buy |
1,440
+233
| +19% | +$42.2K | 0.01% | 798 |
|
|
2025
Q1 | $227K | Sell |
1,207
-1,749
| -59% | -$329K | 0.01% | 817 |
|
|
2024
Q4 | $530K | Sell |
2,956
-355
| -11% | -$63.7K | 0.01% | 578 |
|
|
2024
Q3 | $758K | Buy |
+3,311
| New | +$758K | 0.02% | 468 |
|
|
2023
Q3 | – | Sell |
-3,174
| Closed | -$501K | – | 930 |
|
|
2023
Q2 | $501K | Buy |
+3,174
| New | +$501K | 0.02% | 460 |
|
|
2022
Q1 | – | Sell |
-2,890
| Closed | -$375K | – | 893 |
|
|
2021
Q4 | $375K | Buy |
2,890
+6
| +0.2% | +$779 | 0.01% | 553 |
|
|
2021
Q3 | $399K | Sell |
2,884
-1,225
| -30% | -$169K | 0.01% | 476 |
|
|
2021
Q2 | $602K | Buy |
4,109
+894
| +28% | +$131K | 0.02% | 336 |
|
|
2021
Q1 | $429K | Buy |
3,215
+401
| +14% | +$53.5K | 0.02% | 425 |
|
|
2020
Q4 | $387K | Buy |
2,814
+630
| +29% | +$86.6K | 0.02% | 429 |
|
|
2020
Q3 | $234K | Buy |
+2,184
| New | +$234K | 0.01% | 526 |
|