Apexium Financial’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 | $450K | Sell |
14,973
-379
| -2% | -$11.4K | 0.02% | 194 |
|
|
2025
Q1 | $435K | Buy |
15,352
+500
| +3% | +$14.2K | 0.03% | 184 |
|
|
2024
Q4 | $438K | Hold |
14,852
| – | – | 0.03% | 173 |
|
|
2024
Q3 | $418K | Hold |
14,852
| – | – | 0.03% | 158 |
|
|
2024
Q2 | $339K | Hold |
14,852
| – | – | 0.02% | 169 |
|
|
2024
Q1 | $309K | Hold |
14,852
| – | – | 0.02% | 175 |
|
|
2023
Q4 | $327K | Hold |
14,852
| – | – | 0.02% | 210 |
|
|
2023
Q3 | $258K | Sell |
14,852
-200
| -1% | -$3.48K | 0.03% | 184 |
|
|
2023
Q2 | $272K | Sell |
15,052
-850
| -5% | -$15.4K | 0.02% | 184 |
|
|
2023
Q1 | $378K | Sell |
15,902
-500
| -3% | -$11.9K | 0.04% | 151 |
|
|
2022
Q4 | $429K | Hold |
16,402
| – | – | 0.04% | 141 |
|
|
2022
Q3 | $385K | Buy |
+16,402
| New | +$385K | 0.05% | 138 |
|