Bank of New York Mellon’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 | $4.48M | Sell |
149,015
-1,830
| -1% | -$55K | ﹤0.01% | 2325 |
|
|
2025
Q1 | $4.28M | Sell |
150,845
-1,183
| -0.8% | -$33.6K | ﹤0.01% | 2297 |
|
|
2024
Q4 | $4.49M | Buy |
152,028
+807
| +0.5% | +$23.8K | ﹤0.01% | 2342 |
|
|
2024
Q3 | $4.26M | Sell |
151,221
-22,894
| -13% | -$644K | ﹤0.01% | 2376 |
|
|
2024
Q2 | $3.98M | Buy |
174,115
+6,724
| +4% | +$154K | ﹤0.01% | 2442 |
|
|
2024
Q1 | $3.49M | Sell |
167,391
-10,943
| -6% | -$228K | ﹤0.01% | 2493 |
|
|
2023
Q4 | $3.93M | Sell |
178,334
-16,391
| -8% | -$361K | ﹤0.01% | 2485 |
|
|
2023
Q3 | $3.38M | Buy |
194,725
+585
| +0.3% | +$10.2K | ﹤0.01% | 2527 |
|
|
2023
Q2 | $3.51M | Sell |
194,140
-4,518
| -2% | -$81.7K | ﹤0.01% | 2514 |
|
|
2023
Q1 | $4.72M | Sell |
198,658
-3,211
| -2% | -$76.2K | ﹤0.01% | 2331 |
|
|
2022
Q4 | $5.27M | Sell |
201,869
-2,745
| -1% | -$71.7K | ﹤0.01% | 2315 |
|
|
2022
Q3 | $4.8M | Buy |
204,614
+11,217
| +6% | +$263K | ﹤0.01% | 2315 |
|
|
2022
Q2 | $4.92M | Sell |
193,397
-10,325
| -5% | -$263K | ﹤0.01% | 2312 |
|
|
2022
Q1 | $5.45M | Buy |
203,722
+6,108
| +3% | +$163K | ﹤0.01% | 2377 |
|
|
2021
Q4 | $5.91M | Sell |
197,614
-1,842
| -0.9% | -$55.1K | ﹤0.01% | 2374 |
|
|
2021
Q3 | $5.46M | Buy |
199,456
+14,979
| +8% | +$410K | ﹤0.01% | 2438 |
|
|
2021
Q2 | $4.87M | Sell |
184,477
-9,325
| -5% | -$246K | ﹤0.01% | 2499 |
|
|
2021
Q1 | $5.54M | Buy |
193,802
+3,737
| +2% | +$107K | ﹤0.01% | 2404 |
|
|
2020
Q4 | $3.91M | Sell |
190,065
-24,458
| -11% | -$503K | ﹤0.01% | 2474 |
|
|
2020
Q3 | $3.08M | Sell |
214,523
-9,095
| -4% | -$131K | ﹤0.01% | 2443 |
|
|
2020
Q2 | $3.61M | Sell |
223,618
-2,090
| -0.9% | -$33.7K | ﹤0.01% | 2365 |
|
|
2020
Q1 | $3.68M | Sell |
225,708
-9,581
| -4% | -$156K | ﹤0.01% | 2233 |
|
|
2019
Q4 | $6.3M | Buy |
235,289
+41,717
| +22% | +$1.12M | ﹤0.01% | 2222 |
|
|
2019
Q3 | $4.94M | Sell |
193,572
-3,287
| -2% | -$83.9K | ﹤0.01% | 2291 |
|
|
2019
Q2 | $5.17M | Sell |
196,859
-6,566
| -3% | -$172K | ﹤0.01% | 2311 |
|
|
2019
Q1 | $4.98M | Buy |
203,425
+3,143
| +2% | +$76.9K | ﹤0.01% | 2332 |
|
|
2018
Q4 | $4.32M | Buy |
200,282
+2,211
| +1% | +$47.7K | ﹤0.01% | 2387 |
|
|
2018
Q3 | $5.24M | Sell |
198,071
-12,601
| -6% | -$333K | ﹤0.01% | 2383 |
|
|
2018
Q2 | $5.79M | Sell |
210,672
-345,852
| -62% | -$9.51M | ﹤0.01% | 2317 |
|
|
2018
Q1 | $15.4M | Sell |
556,524
-94,219
| -14% | -$2.61M | ﹤0.01% | 1744 |
|
|
2017
Q4 | $18.3M | Sell |
650,743
-20,358
| -3% | -$571K | ﹤0.01% | 1621 |
|
|
2017
Q3 | $21.5M | Buy |
671,101
+169,172
| +34% | +$5.41M | 0.01% | 1515 |
|
|
2017
Q2 | $15M | Buy |
501,929
+300,970
| +150% | +$9.01M | ﹤0.01% | 1728 |
|
|
2017
Q1 | $5.2M | Sell |
200,959
-4,088
| -2% | -$106K | ﹤0.01% | 2305 |
|
|
2016
Q4 | $6.34M | Sell |
205,047
-4,094
| -2% | -$127K | ﹤0.01% | 2193 |
|
|
2016
Q3 | $4.89M | Buy |
209,141
+93,269
| +80% | +$2.18M | ﹤0.01% | 2245 |
|
|
2016
Q2 | $2.44M | Buy |
115,872
+2,681
| +2% | +$56.4K | ﹤0.01% | 2594 |
|
|
2016
Q1 | $2.21M | Buy |
113,191
+2,420
| +2% | +$47.2K | ﹤0.01% | 2595 |
|
|
2015
Q4 | $2.31M | Sell |
110,771
-2,666
| -2% | -$55.6K | ﹤0.01% | 2626 |
|
|
2015
Q3 | $2.18M | Sell |
113,437
-14,629
| -11% | -$281K | ﹤0.01% | 2674 |
|
|
2015
Q2 | $2.61M | Buy |
128,066
+15,517
| +14% | +$316K | ﹤0.01% | 2737 |
|
|
2015
Q1 | $2.23M | Buy |
112,549
+2,200
| +2% | +$43.6K | ﹤0.01% | 2785 |
|
|
2014
Q4 | $2.23M | Sell |
110,349
-6,104
| -5% | -$124K | ﹤0.01% | 2803 |
|
|
2014
Q3 | $2.18M | Sell |
116,453
-889
| -0.8% | -$16.7K | ﹤0.01% | 2819 |
|
|
2014
Q2 | $2.43M | Sell |
117,342
-5,290
| -4% | -$110K | ﹤0.01% | 2788 |
|
|
2014
Q1 | $2.52M | Buy |
122,632
+133
| +0.1% | +$2.73K | ﹤0.01% | 2736 |
|
|
2013
Q4 | $2.53M | Buy |
122,499
+11,099
| +10% | +$230K | ﹤0.01% | 2738 |
|
|
2013
Q3 | $2.1M | Buy |
111,400
+6,994
| +7% | +$132K | ﹤0.01% | 2816 |
|
|
2013
Q2 | $1.99M | Buy |
+104,406
| New | +$1.99M | ﹤0.01% | 2788 |
|