American Century Companies’s Univest Financial UVSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.7M Buy
688,723
+5,900
+0.9% +$177K 0.01% 1078
2025
Q1
$19.4M Buy
682,823
+50,469
+8% +$1.43M 0.01% 1051
2024
Q4
$18.7M Buy
632,354
+71,265
+13% +$2.1M 0.01% 1081
2024
Q3
$15.8M Buy
561,089
+79,000
+16% +$2.22M 0.01% 1126
2024
Q2
$11M Buy
482,089
+83,599
+21% +$1.91M 0.01% 1208
2024
Q1
$8.3M Buy
398,490
+77,007
+24% +$1.6M 0.01% 1282
2023
Q4
$7.08M Buy
321,483
+55,745
+21% +$1.23M ﹤0.01% 1284
2023
Q3
$4.62M Buy
265,738
+34,521
+15% +$600K ﹤0.01% 1365
2023
Q2
$4.18M Buy
231,217
+10,517
+5% +$190K ﹤0.01% 1372
2023
Q1
$5.24M Buy
220,700
+42,928
+24% +$1.02M ﹤0.01% 1252
2022
Q4
$4.65M Buy
177,772
+76,519
+76% +$2M ﹤0.01% 1248
2022
Q3
$2.38M Buy
101,253
+33,184
+49% +$779K ﹤0.01% 1379
2022
Q2
$1.73M Buy
68,069
+17,717
+35% +$451K ﹤0.01% 1479
2022
Q1
$1.35M Buy
50,352
+10,239
+26% +$274K ﹤0.01% 1563
2021
Q4
$1.2M Buy
40,113
+8,442
+27% +$253K ﹤0.01% 1577
2021
Q3
$867K Buy
31,671
+3,154
+11% +$86.3K ﹤0.01% 1661
2021
Q2
$752K Buy
+28,517
New +$752K ﹤0.01% 1674