Ameriprise’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 | $6.24M | Sell |
207,875
-177,280
| -46% | -$5.33M | ﹤0.01% | 2182 |
|
|
2025
Q1 | $10.9M | Sell |
385,155
-13,320
| -3% | -$378K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $11.8M | Buy |
398,475
+260,990
| +190% | +$7.7M | ﹤0.01% | 1673 |
|
|
2024
Q3 | $3.87M | Buy |
137,485
+6,137
| +5% | +$173K | ﹤0.01% | 2548 |
|
|
2024
Q2 | $3M | Sell |
131,348
-54,959
| -29% | -$1.25M | ﹤0.01% | 2663 |
|
|
2024
Q1 | $3.88M | Buy |
186,307
+7,956
| +4% | +$166K | ﹤0.01% | 2521 |
|
|
2023
Q4 | $3.93M | Sell |
178,351
-41,078
| -19% | -$905K | ﹤0.01% | 2527 |
|
|
2023
Q3 | $3.81M | Sell |
219,429
-4,416
| -2% | -$76.8K | ﹤0.01% | 2485 |
|
|
2023
Q2 | $4.05M | Buy |
223,845
+8,565
| +4% | +$155K | ﹤0.01% | 2498 |
|
|
2023
Q1 | $5.11M | Buy |
215,280
+76,942
| +56% | +$1.83M | ﹤0.01% | 2313 |
|
|
2022
Q4 | $3.62M | Buy |
138,338
+1,075
| +0.8% | +$28.1K | ﹤0.01% | 2507 |
|
|
2022
Q3 | $3.22M | Sell |
137,263
-12,780
| -9% | -$300K | ﹤0.01% | 2534 |
|
|
2022
Q2 | $3.82M | Sell |
150,043
-3,310
| -2% | -$84.2K | ﹤0.01% | 2470 |
|
|
2022
Q1 | $4.1M | Buy |
153,353
+1,593
| +1% | +$42.6K | ﹤0.01% | 2556 |
|
|
2021
Q4 | $4.54M | Buy |
151,760
+108,919
| +254% | +$3.26M | ﹤0.01% | 2535 |
|
|
2021
Q3 | $1.17M | Buy |
42,841
+3,836
| +10% | +$105K | ﹤0.01% | 3099 |
|
|
2021
Q2 | $1.03M | Sell |
39,005
-2,176
| -5% | -$57.4K | ﹤0.01% | 3209 |
|
|
2021
Q1 | $1.18M | Sell |
41,181
-17,639
| -30% | -$504K | ﹤0.01% | 3077 |
|
|
2020
Q4 | $1.21M | Buy |
58,820
+6,850
| +13% | +$141K | ﹤0.01% | 2992 |
|
|
2020
Q3 | $747K | Buy |
51,970
+875
| +2% | +$12.6K | ﹤0.01% | 3086 |
|
|
2020
Q2 | $824K | Sell |
51,095
-12,132
| -19% | -$196K | ﹤0.01% | 2992 |
|
|
2020
Q1 | $1.03M | Buy |
63,227
+6,840
| +12% | +$112K | ﹤0.01% | 2807 |
|
|
2019
Q4 | $1.51M | Buy |
56,387
+520
| +0.9% | +$13.9K | ﹤0.01% | 2872 |
|
|
2019
Q3 | $1.43M | Hold |
55,867
| – | – | ﹤0.01% | 2856 |
|
|
2019
Q2 | $1.47M | Buy |
55,867
+41,203
| +281% | +$1.08M | ﹤0.01% | 2905 |
|
|
2019
Q1 | $358K | Buy |
+14,664
| New | +$358K | ﹤0.01% | 3377 |
|
|
2017
Q2 | – | Sell |
-28,637
| Closed | -$742K | – | 3790 |
|
|
2017
Q1 | $742K | Sell |
28,637
-37,512
| -57% | -$972K | ﹤0.01% | 3020 |
|
|
2016
Q4 | $2.05M | Buy |
66,149
+6,932
| +12% | +$214K | ﹤0.01% | 2613 |
|
|
2016
Q3 | $1.38M | Buy |
+59,217
| New | +$1.38M | ﹤0.01% | 2758 |
|
|
2014
Q4 | – | Sell |
-1,100
| Closed | -$21K | – | 4400 |
|
|
2014
Q3 | $21K | Hold |
1,100
| – | – | ﹤0.01% | 4446 |
|
|
2014
Q2 | $23K | Buy |
1,100
+580
| +112% | +$12.1K | ﹤0.01% | 4264 |
|
|
2014
Q1 | $11K | Buy |
520
+140
| +37% | +$2.96K | ﹤0.01% | 4484 |
|
|
2013
Q4 | $8K | Sell |
380
-1,041
| -73% | -$21.9K | ﹤0.01% | 4464 |
|
|
2013
Q3 | $27K | Hold |
1,421
| – | – | ﹤0.01% | 4206 |
|
|
2013
Q2 | $27K | Buy |
+1,421
| New | +$27K | ﹤0.01% | 4097 |
|