Pathstone Family Office’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $295K | Buy |
+2,349
| New | +$295K | ﹤0.01% | 1313 |
|
|
2023
Q1 | – | Sell |
-1,747
| Closed | -$251K | – | 1491 |
|
|
2022
Q4 | $251K | Buy |
+1,747
| New | +$251K | ﹤0.01% | 1301 |
|
|
2021
Q4 | – | Sell |
-2,996
| Closed | -$415K | – | 941 |
|
|
2021
Q3 | $415K | Buy |
+2,996
| New | +$415K | 0.01% | 578 |
|
|
2021
Q1 | – | Sell |
-312
| Closed | -$43K | – | 1290 |
|
|
2020
Q4 | $43K | Buy |
312
+14
| +5% | +$1.93K | ﹤0.01% | 540 |
|
|
2020
Q3 | $32K | Hold |
298
| – | – | ﹤0.01% | 418 |
|
|
2020
Q2 | $28K | Hold |
298
| – | – | ﹤0.01% | 384 |
|
|
2020
Q1 | $30K | Hold |
298
| – | – | ﹤0.01% | 371 |
|
|
2019
Q4 | $428K | Sell |
298
-125
| -30% | -$180K | ﹤0.01% | 319 |
|
|
2019
Q3 | $63K | Hold |
423
| – | – | 0.01% | 240 |
|
|
2019
Q2 | $55K | Buy |
423
+125
| +42% | +$16.3K | 0.01% | 314 |
|
|
2019
Q1 | $40K | Buy |
+298
| New | +$40K | 0.01% | 335 |
|
|
2017
Q2 | – | Sell |
-3
| Closed | – | – | 630 |
|
|
2017
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 623 |
|