Ameriprise’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
Q3 | $1.65M | Sell |
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|
2025
Q2 | $6.24M | Sell |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3M | Sell |
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|
2024
Q1 | $3.88M | Buy |
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|
2023
Q4 | $3.93M | Sell |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $5.11M | Buy |
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|
2022
Q4 | $3.62M | Buy |
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|
2022
Q3 | $3.22M | Sell |
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|
2022
Q2 | $3.82M | Sell |
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|
2022
Q1 | $4.1M | Buy |
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|
2021
Q4 | $4.54M | Buy |
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|
2021
Q3 | $1.17M | Buy |
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|
2021
Q2 | $1.03M | Sell |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.21M | Buy |
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|
2020
Q3 | $747K | Buy |
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|
2020
Q2 | $824K | Sell |
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|
2020
Q1 | $1.03M | Buy |
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|
2019
Q4 | $1.51M | Buy |
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|
2019
Q3 | $1.43M | Hold |
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|
2019
Q2 | $1.47M | Buy |
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|
2019
Q1 | $358K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $742K | Sell |
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|
2016
Q4 | $2.04M | Buy |
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|
2016
Q3 | $1.38M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $23K | Buy |
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|
2014
Q1 | $11K | Buy |
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|
2013
Q4 | $8K | Sell |
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|
2013
Q3 | $27K | Hold |
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|
2013
Q2 | $27K | Buy |
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