J.P. Morgan Private Wealth Advisors’s Universal Health Services UHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,307
| Closed | -$206K | – | 1792 |
|
|
2023
Q2 | $206K | Buy |
+1,307
| New | +$206K | ﹤0.01% | 1381 |
|
|
2023
Q1 | – | Sell |
-1,440
| Closed | -$203K | – | 2006 |
|
|
2022
Q4 | $203K | Buy |
+1,440
| New | +$203K | ﹤0.01% | 1822 |
|
|
2022
Q2 | – | Sell |
-1,659
| Closed | -$240K | – | 2028 |
|
|
2022
Q1 | $240K | Sell |
1,659
-83
| -5% | -$12K | ﹤0.01% | 1843 |
|
|
2021
Q4 | $226K | Buy |
1,742
+44
| +3% | +$5.71K | ﹤0.01% | 1864 |
|
|
2021
Q3 | $235K | Buy |
+1,698
| New | +$235K | ﹤0.01% | 1788 |
|
|
2021
Q1 | – | Sell |
-2,081
| Closed | -$286K | – | 1802 |
|
|
2020
Q4 | $286K | Buy |
2,081
+78
| +4% | +$10.7K | ﹤0.01% | 1516 |
|
|
2020
Q3 | $214K | Buy |
+2,003
| New | +$214K | ﹤0.01% | 1501 |
|
|
2020
Q2 | – | Sell |
-2,303
| Closed | -$228K | – | 1599 |
|
|
2020
Q1 | $228K | Buy |
2,303
+353
| +18% | +$34.9K | ﹤0.01% | 1247 |
|
|
2019
Q4 | $280K | Sell |
1,950
-6
| -0.3% | -$862 | ﹤0.01% | 1270 |
|
|
2019
Q3 | $291K | Sell |
1,956
-272
| -12% | -$40.5K | ﹤0.01% | 1207 |
|
|
2019
Q2 | $291K | Sell |
2,228
-903
| -29% | -$118K | ﹤0.01% | 1164 |
|
|
2019
Q1 | $419K | Buy |
3,131
+701
| +29% | +$93.8K | ﹤0.01% | 1090 |
|
|
2018
Q4 | $283K | Buy |
2,430
+583
| +32% | +$67.9K | ﹤0.01% | 1199 |
|
|
2018
Q3 | $236K | Buy |
+1,847
| New | +$236K | ﹤0.01% | 1403 |
|
|
2017
Q4 | – | Sell |
-2,257
| Closed | -$250K | – | 1323 |
|
|
2017
Q3 | $250K | Sell |
2,257
-19
| -0.8% | -$2.11K | ﹤0.01% | 1086 |
|
|
2017
Q2 | $277K | Sell |
2,276
-19
| -0.8% | -$2.31K | ﹤0.01% | 1044 |
|
|
2017
Q1 | $286K | Buy |
2,295
+63
| +3% | +$7.85K | ﹤0.01% | 1087 |
|
|
2016
Q4 | $237K | Buy |
2,232
+169
| +8% | +$17.9K | ﹤0.01% | 1103 |
|
|
2016
Q3 | $254K | Sell |
2,063
-241
| -10% | -$29.7K | ﹤0.01% | 1052 |
|
|
2016
Q2 | $309K | Sell |
2,304
-105
| -4% | -$14.1K | ﹤0.01% | 966 |
|
|
2016
Q1 | $300K | Sell |
2,409
-5
| -0.2% | -$623 | ﹤0.01% | 950 |
|
|
2015
Q4 | $288K | Sell |
2,414
-10
| -0.4% | -$1.19K | ﹤0.01% | 883 |
|
|
2015
Q3 | $303K | Sell |
2,424
-550
| -18% | -$68.8K | ﹤0.01% | 791 |
|
|
2015
Q2 | $423K | Buy |
2,974
+446
| +18% | +$63.4K | ﹤0.01% | 733 |
|
|
2015
Q1 | $298K | Sell |
2,528
-86
| -3% | -$10.1K | ﹤0.01% | 892 |
|
|
2014
Q4 | $291K | Buy |
+2,614
| New | +$291K | ﹤0.01% | 885 |
|