Summit Place Financial Advisors’s Universal Health Services UHS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,279
| Closed | -$293K | – | 96 |
|
|
2024
Q3 | $293K | Sell |
1,279
-200
| -14% | -$45.8K | 0.16% | 80 |
|
|
2024
Q2 | $274K | Sell |
1,479
-285
| -16% | -$52.7K | 0.16% | 83 |
|
|
2024
Q1 | $322K | Sell |
1,764
-15,215
| -90% | -$2.78M | 0.19% | 78 |
|
|
2023
Q4 | $2.59M | Buy |
16,979
+730
| +4% | +$111K | 1.69% | 27 |
|
|
2023
Q3 | $2.04M | Sell |
16,249
-460
| -3% | -$57.8K | 1.45% | 33 |
|
|
2023
Q2 | $2.64M | Sell |
16,709
-1,996
| -11% | -$315K | 1.71% | 19 |
|
|
2023
Q1 | $2.38M | Sell |
18,705
-180
| -1% | -$22.9K | 1.69% | 22 |
|
|
2022
Q4 | $2.66M | Sell |
18,885
-4,615
| -20% | -$650K | 2.19% | 10 |
|
|
2022
Q3 | $2.07M | Buy |
23,500
+10,025
| +74% | +$884K | 1.93% | 13 |
|
|
2022
Q2 | $1.36M | Buy |
13,475
+1,275
| +10% | +$128K | 1.14% | 38 |
|
|
2022
Q1 | $1.77M | Buy |
+12,200
| New | +$1.77M | 1.19% | 38 |
|