Algert Global’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.62M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $502K | Sell |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $276K | Sell |
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|
2020
Q3 | $341K | Hold |
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|
2020
Q2 | $383K | Buy |
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|
2020
Q1 | $386K | Sell |
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|
2019
Q4 | $776K | Buy |
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|
2019
Q3 | $478K | Hold |
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|
2019
Q2 | $492K | Sell |
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|
2019
Q1 | $596K | Buy |
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