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Source Financial Advisors LLC

SEC CIK
0001830954
Latest filing
Nov 1, 2024

UHS holding history

Universal Health Services Inc in every 13F filed by Source Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UHS overviewAll 13F holders of UHSFull Q3 2024 holdings

Shares (Q3 2024)
1,278
Value
$292.7K
% of portfolio
0.1%
Quarters held
4
Since Q2 2023
Holdings of UHS by Source Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20241,278$292.7K0.1%00.0%UnchangedHolders
Q2 20241,278$236.3K0.1%00.0%UnchangedHolders
Q1 20241,278$233.2K0.1%+1,278NewHolders
Q3 20230$00.0%−1,316−100.0%Sold outHolders
Q2 20231,316$207.6K0.1%+1,316NewHolders