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 |
|