Whittier Trust’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 | $65.2K | Hold |
360
| – | – | ﹤0.01% | 887 |
|
2025
Q1 | $67.6K | Hold |
360
| – | – | ﹤0.01% | 871 |
|
2024
Q4 | $64.6K | Hold |
360
| – | – | ﹤0.01% | 892 |
|
2024
Q3 | $82.4K | Hold |
360
| – | – | ﹤0.01% | 833 |
|
2024
Q2 | $66.6K | Hold |
360
| – | – | ﹤0.01% | 859 |
|
2024
Q1 | $65.7K | Hold |
360
| – | – | ﹤0.01% | 876 |
|
2023
Q4 | $54.9K | Hold |
360
| – | – | ﹤0.01% | 900 |
|
2023
Q3 | $45.3K | Hold |
360
| – | – | ﹤0.01% | 940 |
|
2023
Q2 | $56.8K | Hold |
360
| – | – | ﹤0.01% | 906 |
|
2023
Q1 | $45.8K | Hold |
360
| – | – | ﹤0.01% | 981 |
|
2022
Q4 | $50.7K | Hold |
360
| – | – | ﹤0.01% | 956 |
|
2022
Q3 | $32K | Sell |
360
-11
| -3% | -$978 | ﹤0.01% | 1068 |
|
2022
Q2 | $37K | Hold |
371
| – | – | ﹤0.01% | 1025 |
|
2022
Q1 | $54K | Buy |
371
+11
| +3% | +$1.6K | ﹤0.01% | 954 |
|
2021
Q4 | $47K | Hold |
360
| – | – | ﹤0.01% | 993 |
|
2021
Q3 | $50K | Hold |
360
| – | – | ﹤0.01% | 933 |
|
2021
Q2 | $53K | Sell |
360
-360
| -50% | -$53K | ﹤0.01% | 943 |
|
2021
Q1 | $96K | Hold |
720
| – | – | ﹤0.01% | 789 |
|
2020
Q4 | $99K | Hold |
720
| – | – | ﹤0.01% | 717 |
|
2020
Q3 | $77K | Hold |
720
| – | – | ﹤0.01% | 749 |
|
2020
Q2 | $67K | Hold |
720
| – | – | ﹤0.01% | 748 |
|
2020
Q1 | $71K | Hold |
720
| – | – | ﹤0.01% | 735 |
|
2019
Q4 | $103K | Hold |
720
| – | – | ﹤0.01% | 688 |
|
2019
Q3 | $107K | Hold |
720
| – | – | ﹤0.01% | 680 |
|
2019
Q2 | $94K | Hold |
720
| – | – | ﹤0.01% | 674 |
|
2019
Q1 | $96K | Hold |
720
| – | – | ﹤0.01% | 669 |
|
2018
Q4 | $84K | Hold |
720
| – | – | ﹤0.01% | 675 |
|
2018
Q3 | $92K | Hold |
720
| – | – | ﹤0.01% | 656 |
|
2018
Q2 | $80K | Hold |
720
| – | – | ﹤0.01% | 666 |
|
2018
Q1 | $85K | Buy |
720
+360
| +100% | +$42.5K | ﹤0.01% | 671 |
|
2017
Q4 | $41K | Buy |
+360
| New | +$41K | ﹤0.01% | 793 |
|
2016
Q1 | – | Sell |
-5
| Closed | -$1K | – | 1224 |
|
2015
Q4 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 1171 |
|
2014
Q1 | – | Sell |
-8,735
| Closed | -$710K | – | 1092 |
|
2013
Q4 | $710K | Sell |
8,735
-16,065
| -65% | -$1.31M | 0.04% | 279 |
|
2013
Q3 | $1.86M | Hold |
24,800
| – | – | 0.1% | 168 |
|
2013
Q2 | $1.66M | Buy |
+24,800
| New | +$1.66M | 0.09% | 167 |
|