Ameritas Investment Partners’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 | $86K | Hold |
2,862
| – | – | ﹤0.01% | 1857 |
|
|
2025
Q1 | $81.2K | Hold |
2,862
| – | – | ﹤0.01% | 1836 |
|
|
2024
Q4 | $84.5K | Hold |
2,862
| – | – | ﹤0.01% | 1886 |
|
|
2024
Q3 | $80.5K | Hold |
2,862
| – | – | ﹤0.01% | 1922 |
|
|
2024
Q2 | $65.3K | Hold |
2,862
| – | – | ﹤0.01% | 1989 |
|
|
2024
Q1 | $59.6K | Hold |
2,862
| – | – | ﹤0.01% | 2046 |
|
|
2023
Q4 | $63.1K | Hold |
2,862
| – | – | ﹤0.01% | 2032 |
|
|
2023
Q3 | $49.7K | Buy |
2,862
+600
| +27% | +$10.4K | ﹤0.01% | 2108 |
|
|
2023
Q2 | $40.9K | Hold |
2,262
| – | – | ﹤0.01% | 2161 |
|
|
2023
Q1 | $53.7K | Hold |
2,262
| – | – | ﹤0.01% | 1937 |
|
|
2022
Q4 | $57.5K | Hold |
2,262
| – | – | ﹤0.01% | 1969 |
|
|
2022
Q3 | $53K | Hold |
2,262
| – | – | ﹤0.01% | 1941 |
|
|
2022
Q2 | $57K | Hold |
2,262
| – | – | ﹤0.01% | 1909 |
|
|
2022
Q1 | $61K | Hold |
2,262
| – | – | ﹤0.01% | 1944 |
|
|
2021
Q4 | $68K | Sell |
2,262
-315
| -12% | -$9.47K | ﹤0.01% | 1934 |
|
|
2021
Q3 | $71K | Hold |
2,577
| – | – | ﹤0.01% | 1922 |
|
|
2021
Q2 | $68K | Hold |
2,577
| – | – | ﹤0.01% | 1979 |
|
|
2021
Q1 | $74K | Hold |
2,577
| – | – | ﹤0.01% | 1842 |
|
|
2020
Q4 | $53K | Hold |
2,577
| – | – | ﹤0.01% | 1963 |
|
|
2020
Q3 | $37K | Hold |
2,577
| – | – | ﹤0.01% | 2027 |
|
|
2020
Q2 | $42K | Hold |
2,577
| – | – | ﹤0.01% | 1942 |
|
|
2020
Q1 | $42K | Buy |
2,577
+298
| +13% | +$4.86K | ﹤0.01% | 1767 |
|
|
2019
Q4 | $61K | Hold |
2,279
| – | – | ﹤0.01% | 1804 |
|
|
2019
Q3 | $58K | Hold |
2,279
| – | – | ﹤0.01% | 1800 |
|
|
2019
Q2 | $60K | Hold |
2,279
| – | – | ﹤0.01% | 1821 |
|
|
2019
Q1 | $56K | Hold |
2,279
| – | – | ﹤0.01% | 1835 |
|
|
2018
Q4 | $49K | Hold |
2,279
| – | – | ﹤0.01% | 1827 |
|
|
2018
Q3 | $60K | Hold |
2,279
| – | – | ﹤0.01% | 1887 |
|
|
2018
Q2 | $63K | Hold |
2,279
| – | – | ﹤0.01% | 1845 |
|
|
2018
Q1 | $63K | Hold |
2,279
| – | – | ﹤0.01% | 1784 |
|
|
2017
Q4 | $64K | Hold |
2,279
| – | – | ﹤0.01% | 1773 |
|
|
2017
Q3 | $66K | Hold |
2,279
| – | – | ﹤0.01% | 1705 |
|
|
2017
Q2 | $68K | Buy |
2,279
+350
| +18% | +$10.4K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $50K | Buy |
+1,929
| New | +$50K | ﹤0.01% | 1841 |
|