Sterling Group Wealth Management’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 | $898K | Hold |
4,957
| – | – | 0.5% | 19 |
|
|
2025
Q1 | $931K | Hold |
4,957
| – | – | 0.5% | 20 |
|
|
2024
Q4 | $889K | Hold |
4,957
| – | – | 0.46% | 21 |
|
|
2024
Q3 | $1.14M | Hold |
4,957
| – | – | 0.6% | 19 |
|
|
2024
Q2 | $917K | Buy |
+4,957
| New | +$917K | 0.53% | 19 |
|
|
2024
Q1 | – | Sell |
-2,288
| Closed | -$349K | – | 41 |
|
|
2023
Q4 | $349K | Hold |
2,288
| – | – | 0.27% | 36 |
|
|
2023
Q3 | $288K | Hold |
2,288
| – | – | 0.27% | 36 |
|
|
2023
Q2 | $361K | Hold |
2,288
| – | – | 0.31% | 32 |
|
|
2023
Q1 | $291K | Hold |
2,288
| – | – | 0.27% | 34 |
|
|
2022
Q4 | $322K | Buy |
+2,288
| New | +$322K | 0.32% | 32 |
|