Apexium Financial’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 | $449K | Hold |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $435K | Buy |
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|
2024
Q4 | $438K | Hold |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $339K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $327K | Hold |
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|
2023
Q3 | $258K | Sell |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $378K | Sell |
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|
2022
Q4 | $429K | Hold |
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|
2022
Q3 | $385K | Buy |
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