Forum Financial Management’s Universal Health Services UHS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,516	Closed	-$331K	–	959
2025 Q4	$331K	Buy	1,516 +101	+7%	+$22.3K	﹤0.01%	698
2025 Q3	$289K	Sell	1,415 -412	-23%	-$74.1K	﹤0.01%	764
2025 Q2	$331K	Sell	1,827 -133	-7%	-$24K	0.01%	621
2025 Q1	$368K	Buy	1,960 +7	+0.4%	+$1.28K	0.01%	487
2024 Q4	$350K	Buy	1,953 +326	+20%	+$66.4K	0.01%	526
2024 Q3	$373K	Buy	1,627 +2	+0.1%	+$431	0.01%	426
2024 Q2	$301K	Buy	1,625 +6	+0.4%	+$1.06K	0.01%	478
2024 Q1	$295K	Hold	1,619	–	–	0.01%	508
2023 Q4	$247K	Buy	+1,619	New	+$218K	﹤0.01%	547
2023 Q3	–	Sell	-1,453	Closed	-$229K	–	677
2023 Q2	$229K	Buy	+1,453	New	+$203K	0.01%	553
2022 Q2	–	Sell	-1,639	Closed	-$237K	–	659
2022 Q1	$237K	Sell	1,639 -130	-7%	-$18K	0.01%	495
2021 Q4	$229K	Buy	+1,769	New	+$227K	0.01%	553