BlackRock’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 | $97.1M | Sell |
3,232,855
-185,113
| -5% | -$5.56M | ﹤0.01% | 2046 |
|
|
2025
Q1 | $96.9M | Sell |
3,417,968
-40,585
| -1% | -$1.15M | ﹤0.01% | 1988 |
|
|
2024
Q4 | $102M | Sell |
3,458,553
-13,374
| -0.4% | -$395K | ﹤0.01% | 2051 |
|
|
2024
Q3 | $97.7M | Buy |
3,471,927
+112,239
| +3% | +$3.16M | ﹤0.01% | 2074 |
|
|
2024
Q2 | $76.7M | Sell |
3,359,688
-27,454
| -0.8% | -$627K | ﹤0.01% | 2165 |
|
|
2024
Q1 | $70.5M | Sell |
3,387,142
-106,572
| -3% | -$2.22M | ﹤0.01% | 2223 |
|
|
2023
Q4 | $77M | Buy |
3,493,714
+116,724
| +3% | +$2.57M | ﹤0.01% | 2198 |
|
|
2023
Q3 | $58.7M | Sell |
3,376,990
-49,039
| -1% | -$852K | ﹤0.01% | 2280 |
|
|
2023
Q2 | $61.9M | Buy |
3,426,029
+30,972
| +0.9% | +$560K | ﹤0.01% | 2317 |
|
|
2023
Q1 | $80.6M | Buy |
3,395,057
+255,765
| +8% | +$6.07M | ﹤0.01% | 2128 |
|
|
2022
Q4 | $82M | Buy |
3,139,292
+202,652
| +7% | +$5.3M | ﹤0.01% | 2121 |
|
|
2022
Q3 | $69M | Buy |
2,936,640
+11,981
| +0.4% | +$281K | ﹤0.01% | 2194 |
|
|
2022
Q2 | $74.4M | Buy |
2,924,659
+61,344
| +2% | +$1.56M | ﹤0.01% | 2196 |
|
|
2022
Q1 | $76.6M | Sell |
2,863,315
-87,564
| -3% | -$2.34M | ﹤0.01% | 2283 |
|
|
2021
Q4 | $88.3M | Buy |
2,950,879
+44,282
| +2% | +$1.32M | ﹤0.01% | 2268 |
|
|
2021
Q3 | $79.6M | Buy |
2,906,597
+13,644
| +0.5% | +$374K | ﹤0.01% | 2326 |
|
|
2021
Q2 | $76.3M | Sell |
2,892,953
-74,684
| -3% | -$1.97M | ﹤0.01% | 2391 |
|
|
2021
Q1 | $84.8M | Buy |
2,967,637
+199,843
| +7% | +$5.71M | ﹤0.01% | 2252 |
|
|
2020
Q4 | $57M | Buy |
2,767,794
+32,752
| +1% | +$674K | ﹤0.01% | 2345 |
|
|
2020
Q3 | $39.3M | Sell |
2,735,042
-24,491
| -0.9% | -$352K | ﹤0.01% | 2384 |
|
|
2020
Q2 | $44.5M | Buy |
2,759,533
+84,620
| +3% | +$1.37M | ﹤0.01% | 2294 |
|
|
2020
Q1 | $43.7M | Buy |
2,674,913
+12,887
| +0.5% | +$210K | ﹤0.01% | 2118 |
|
|
2019
Q4 | $71.3M | Buy |
2,662,026
+31,050
| +1% | +$832K | ﹤0.01% | 2137 |
|
|
2019
Q3 | $67.1M | Buy |
2,630,976
+34,319
| +1% | +$875K | ﹤0.01% | 2106 |
|
|
2019
Q2 | $68.2M | Sell |
2,596,657
-20,695
| -0.8% | -$543K | ﹤0.01% | 2137 |
|
|
2019
Q1 | $64M | Buy |
2,617,352
+360,326
| +16% | +$8.81M | ﹤0.01% | 2132 |
|
|
2018
Q4 | $48.7M | Buy |
2,257,026
+222,447
| +11% | +$4.8M | ﹤0.01% | 2255 |
|
|
2018
Q3 | $53.8M | Buy |
2,034,579
+19,684
| +1% | +$521K | ﹤0.01% | 2322 |
|
|
2018
Q2 | $55.4M | Buy |
2,014,895
+109,524
| +6% | +$3.01M | ﹤0.01% | 2285 |
|
|
2018
Q1 | $52.8M | Buy |
1,905,371
+105,685
| +6% | +$2.93M | ﹤0.01% | 2227 |
|
|
2017
Q4 | $50.5M | Buy |
1,799,686
+22,961
| +1% | +$644K | ﹤0.01% | 2270 |
|
|
2017
Q3 | $56.9M | Buy |
1,776,725
+22,997
| +1% | +$736K | ﹤0.01% | 2199 |
|
|
2017
Q2 | $52.5M | Buy |
1,753,728
+7,971
| +0.5% | +$239K | ﹤0.01% | 2207 |
|
|
2017
Q1 | $45.2M | Buy |
1,745,757
+1,739,486
| +27,739% | +$45.1M | ﹤0.01% | 2276 |
|
|
2016
Q4 | $193K | Sell |
6,271
-1,708
| -21% | -$52.6K | ﹤0.01% | 2113 |
|
|
2016
Q3 | $186K | Buy |
7,979
+2,816
| +55% | +$65.6K | ﹤0.01% | 2167 |
|
|
2016
Q2 | $109K | Buy |
5,163
+3,257
| +171% | +$68.8K | ﹤0.01% | 2449 |
|
|
2016
Q1 | $37K | Buy |
1,906
+680
| +55% | +$13.2K | ﹤0.01% | 2476 |
|
|
2015
Q4 | $26K | Buy |
1,226
+746
| +155% | +$15.8K | ﹤0.01% | 2415 |
|
|
2015
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 2767 |
|
|
2015
Q2 | $10K | Hold |
480
| – | – | ﹤0.01% | 2759 |
|
|
2015
Q1 | $9K | Hold |
480
| – | – | ﹤0.01% | 2765 |
|
|
2014
Q4 | $10K | Hold |
480
| – | – | ﹤0.01% | 2754 |
|
|
2014
Q3 | $9K | Hold |
480
| – | – | ﹤0.01% | 2764 |
|
|
2014
Q2 | $10K | Sell |
480
-77
| -14% | -$1.6K | ﹤0.01% | 2752 |
|
|
2014
Q1 | $11K | Hold |
557
| – | – | ﹤0.01% | 2645 |
|
|
2013
Q4 | $12K | Hold |
557
| – | – | ﹤0.01% | 2587 |
|
|
2013
Q3 | $10K | Hold |
557
| – | – | ﹤0.01% | 2637 |
|
|
2013
Q2 | $11K | Buy |
+557
| New | +$11K | ﹤0.01% | 2583 |
|