Bank of America’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 | $4.99M | Buy |
166,122
+34,220
| +26% | +$1.03M | ﹤0.01% | 3318 |
|
|
2025
Q1 | $3.74M | Sell |
131,902
-431
| -0.3% | -$12.2K | ﹤0.01% | 3456 |
|
|
2024
Q4 | $3.91M | Buy |
132,333
+24,792
| +23% | +$732K | ﹤0.01% | 3231 |
|
|
2024
Q3 | $3.03M | Sell |
107,541
-4,894
| -4% | -$138K | ﹤0.01% | 3561 |
|
|
2024
Q2 | $2.57M | Buy |
112,435
+19,026
| +20% | +$434K | ﹤0.01% | 3604 |
|
|
2024
Q1 | $1.94M | Sell |
93,409
-946
| -1% | -$19.7K | ﹤0.01% | 3757 |
|
|
2023
Q4 | $2.08M | Buy |
94,355
+17,527
| +23% | +$386K | ﹤0.01% | 3599 |
|
|
2023
Q3 | $1.34M | Buy |
76,828
+20,072
| +35% | +$349K | ﹤0.01% | 3830 |
|
|
2023
Q2 | $1.03M | Sell |
56,756
-10,115
| -15% | -$183K | ﹤0.01% | 4011 |
|
|
2023
Q1 | $1.59M | Sell |
66,871
-19,731
| -23% | -$468K | ﹤0.01% | 3877 |
|
|
2022
Q4 | $2.26M | Buy |
86,602
+9,793
| +13% | +$256K | ﹤0.01% | 3568 |
|
|
2022
Q3 | $1.8M | Buy |
76,809
+5,305
| +7% | +$125K | ﹤0.01% | 3741 |
|
|
2022
Q2 | $1.82M | Sell |
71,504
-31,047
| -30% | -$789K | ﹤0.01% | 3789 |
|
|
2022
Q1 | $2.74M | Sell |
102,551
-79,926
| -44% | -$2.14M | ﹤0.01% | 3699 |
|
|
2021
Q4 | $5.46M | Buy |
182,477
+12,643
| +7% | +$378K | ﹤0.01% | 3053 |
|
|
2021
Q3 | $4.65M | Buy |
169,834
+6,361
| +4% | +$174K | ﹤0.01% | 3123 |
|
|
2021
Q2 | $4.31M | Sell |
163,473
-30,683
| -16% | -$809K | ﹤0.01% | 3151 |
|
|
2021
Q1 | $5.55M | Sell |
194,156
-63,591
| -25% | -$1.82M | ﹤0.01% | 2919 |
|
|
2020
Q4 | $5.31M | Sell |
257,747
-2,394
| -0.9% | -$49.3K | ﹤0.01% | 2664 |
|
|
2020
Q3 | $3.74M | Buy |
260,141
+13,834
| +6% | +$199K | ﹤0.01% | 2786 |
|
|
2020
Q2 | $3.98M | Buy |
246,307
+35,797
| +17% | +$578K | ﹤0.01% | 2718 |
|
|
2020
Q1 | $3.44M | Sell |
210,510
-58,795
| -22% | -$959K | ﹤0.01% | 2693 |
|
|
2019
Q4 | $7.21M | Buy |
269,305
+19,130
| +8% | +$512K | ﹤0.01% | 2465 |
|
|
2019
Q3 | $6.38M | Buy |
250,175
+97,607
| +64% | +$2.49M | ﹤0.01% | 2535 |
|
|
2019
Q2 | $4.01M | Sell |
152,568
-727
| -0.5% | -$19.1K | ﹤0.01% | 2933 |
|
|
2019
Q1 | $3.75M | Buy |
153,295
+37,034
| +32% | +$906K | ﹤0.01% | 2980 |
|
|
2018
Q4 | $2.51M | Buy |
116,261
+102,651
| +754% | +$2.21M | ﹤0.01% | 3153 |
|
|
2018
Q3 | $360K | Sell |
13,610
-10,001
| -42% | -$265K | ﹤0.01% | 4477 |
|
|
2018
Q2 | $650K | Sell |
23,611
-20,298
| -46% | -$559K | ﹤0.01% | 4093 |
|
|
2018
Q1 | $1.22M | Buy |
43,909
+19,859
| +83% | +$550K | ﹤0.01% | 3678 |
|
|
2017
Q4 | $675K | Buy |
24,050
+18,188
| +310% | +$510K | ﹤0.01% | 4035 |
|
|
2017
Q3 | $188K | Sell |
5,862
-14,728
| -72% | -$472K | ﹤0.01% | 4653 |
|
|
2017
Q2 | $617K | Buy |
20,590
+13,625
| +196% | +$408K | ﹤0.01% | 4097 |
|
|
2017
Q1 | $180K | Sell |
6,965
-2,487
| -26% | -$64.3K | ﹤0.01% | 4652 |
|
|
2016
Q4 | $292K | Sell |
9,452
-1,799
| -16% | -$55.6K | ﹤0.01% | 4405 |
|
|
2016
Q3 | $262K | Sell |
11,251
-25,813
| -70% | -$601K | ﹤0.01% | 4278 |
|
|
2016
Q2 | $779K | Buy |
37,064
+34,796
| +1,534% | +$731K | ﹤0.01% | 3677 |
|
|
2016
Q1 | $44K | Sell |
2,268
-208
| -8% | -$4.04K | ﹤0.01% | 5020 |
|
|
2015
Q4 | $52K | Buy |
2,476
+319
| +15% | +$6.7K | ﹤0.01% | 5055 |
|
|
2015
Q3 | $41K | Sell |
2,157
-411
| -16% | -$7.81K | ﹤0.01% | 5022 |
|
|
2015
Q2 | $52K | Buy |
2,568
+527
| +26% | +$10.7K | ﹤0.01% | 4927 |
|
|
2015
Q1 | $40K | Sell |
2,041
-309
| -13% | -$6.06K | ﹤0.01% | 4778 |
|
|
2014
Q4 | $48K | Buy |
2,350
+2,036
| +648% | +$41.6K | ﹤0.01% | 4880 |
|
|
2014
Q3 | $6K | Sell |
314
-3,956
| -93% | -$75.6K | ﹤0.01% | 5596 |
|
|
2014
Q2 | $88K | Buy |
4,270
+4,017
| +1,588% | +$82.8K | ﹤0.01% | 4688 |
|
|
2014
Q1 | $5K | Sell |
253
-1,315
| -84% | -$26K | ﹤0.01% | 5459 |
|
|
2013
Q4 | $32K | Buy |
1,568
+890
| +131% | +$18.2K | ﹤0.01% | 5039 |
|
|
2013
Q3 | $13K | Sell |
678
-14,213
| -95% | -$273K | ﹤0.01% | 5236 |
|
|
2013
Q2 | $284K | Buy |
+14,891
| New | +$284K | ﹤0.01% | 4123 |
|