Arax Advisory 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
Q1 | – | Sell |
-719
| Closed | -$21.2K | – | 3049 |
|
|
2024
Q4 | $21.2K | Hold |
719
| – | – | ﹤0.01% | 1194 |
|
|
2024
Q3 | $20.2K | Hold |
719
| – | – | ﹤0.01% | 1078 |
|
|
2024
Q2 | $16.4K | Buy |
+719
| New | +$16.4K | ﹤0.01% | 1044 |
|
|
2021
Q3 | – | Sell |
-2,500
| Closed | -$66K | – | 1078 |
|
|
2021
Q2 | $66K | Buy |
+2,500
| New | +$66K | 0.01% | 425 |
|
|
2020
Q4 | $58K | Hold |
2,800
| – | – | 0.01% | 390 |
|
|
2020
Q3 | $40K | Sell |
2,800
-4,097
| -59% | -$58.5K | 0.01% | 413 |
|
|
2020
Q2 | $111K | Sell |
6,897
-5,000
| -42% | -$80.5K | 0.02% | 248 |
|
|
2020
Q1 | $194K | Buy |
11,897
+500
| +4% | +$8.15K | 0.04% | 157 |
|
|
2019
Q4 | $305K | Buy |
11,397
+1,610
| +16% | +$43.1K | 0.09% | 100 |
|
|
2019
Q3 | $250K | Hold |
9,787
| – | – | 0.08% | 123 |
|
|
2019
Q2 | $257K | Buy |
+9,787
| New | +$257K | 0.09% | 115 |
|
|
2018
Q4 | $200K | Buy |
9,287
+3,490
| +60% | +$75.2K | 0.08% | 121 |
|
|
2018
Q3 | $153K | Buy |
+5,797
| New | +$153K | 0.06% | 144 |
|