Arax Advisory Partners’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 | $159K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $21.2K | Hold |
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|
2024
Q3 | $20.2K | Hold |
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|
2024
Q2 | $16.4K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $66K | Buy |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $40K | Sell |
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|
2020
Q2 | $111K | Sell |
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|
2020
Q1 | $194K | Buy |
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|
2019
Q4 | $305K | Buy |
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|
2019
Q3 | $250K | Hold |
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|
2019
Q2 | $257K | Buy |
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|
2018
Q4 | $200K | Buy |
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|
2018
Q3 | $153K | Buy |
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