Bank of Montreal’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.4M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $6.45M | Sell |
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|
2021
Q2 | $6.67M | Buy |
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|
2021
Q1 | $5.15M | Sell |
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|
2020
Q4 | $4.69M | Buy |
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|
2020
Q3 | $2.92M | Sell |
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|
2020
Q2 | $2.68M | Buy |
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|
2020
Q1 | $2.81M | Buy |
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|
2019
Q4 | $4.04M | Buy |
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|
2019
Q3 | $1.77M | Buy |
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|
2019
Q2 | $1.37M | Buy |
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|
2019
Q1 | $224K | Buy |
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|
2018
Q4 | $178K | Buy |
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|
2018
Q3 | $33K | Sell |
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|
2018
Q2 | $63K | Buy |
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|
2018
Q1 | $57K | Buy |
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|
2017
Q4 | $48K | Buy |
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|
2017
Q3 | $23K | Buy |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $12K | Sell |
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|
2016
Q4 | $199K | Sell |
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|
2016
Q3 | $181K | Sell |
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|
2016
Q2 | $195K | Buy |
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|
2016
Q1 | $180K | Hold |
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|
2015
Q4 | $192K | Buy |
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|
2015
Q3 | $109K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $8K | Buy |
|