Aquatic Capital Management’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 | $110K | Buy |
3,658
+2,452
| +203% | +$73.7K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $34.2K | Buy |
+1,206
| New | +$34.2K | ﹤0.01% | 1159 |
|
|
2024
Q1 | – | Sell |
-4,500
| Closed | -$99K | – | 1673 |
|
|
2023
Q4 | $99K | Buy |
4,500
+3,200
| +246% | +$70.4K | ﹤0.01% | 1006 |
|
|
2023
Q3 | $23K | Sell |
1,300
-1,800
| -58% | -$31.8K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $56K | Buy |
+3,100
| New | +$56K | ﹤0.01% | 967 |
|
|
2022
Q3 | – | Sell |
-1,200
| Closed | -$31K | – | 1571 |
|
|
2022
Q2 | $31K | Buy |
1,200
+800
| +200% | +$20.7K | 0.01% | 759 |
|
|
2022
Q1 | $11K | Buy |
+400
| New | +$11K | 0.02% | 645 |
|