LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Universal Health Services UHS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,953
| Closed | -$3.82M | – | 584 |
|
|
2024
Q4 | $3.82M | Hold |
19,953
| – | – | 0.03% | 109 |
|
|
2024
Q3 | $4.48M | Hold |
19,953
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $3.67M | Hold |
19,953
| – | – | 0.03% | 95 |
|
|
2024
Q1 | $3.22M | Hold |
19,953
| – | – | 0.03% | 93 |
|
|
2023
Q4 | $3.17M | Hold |
19,953
| – | – | 0.03% | 95 |
|
|
2023
Q3 | $2.52M | Hold |
19,953
| – | – | 0.03% | 101 |
|
|
2023
Q2 | $3.15M | Buy |
+19,953
| New | +$3.15M | 0.03% | 96 |
|
|
2019
Q3 | – | Sell |
-69
| Closed | -$9K | – | 735 |
|
|
2019
Q2 | $9K | Buy |
69
+42
| +156% | +$5.48K | ﹤0.01% | 571 |
|
|
2019
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 612 |
|
|
2018
Q1 | – | Sell |
-11
| Closed | -$1K | – | 793 |
|
|
2017
Q4 | $1K | Hold |
11
| – | – | ﹤0.01% | 716 |
|
|
2017
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 748 |
|