Blue Bell Private Wealth Management’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 | $16.5K | Hold |
550
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $15.6K | Hold |
550
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $16.2K | Hold |
550
| – | – | ﹤0.01% | 461 |
|
|
2024
Q3 | $15.5K | Hold |
550
| – | – | ﹤0.01% | 482 |
|
|
2024
Q2 | $12.6K | Hold |
550
| – | – | ﹤0.01% | 498 |
|
|
2024
Q1 | $11.5K | Hold |
550
| – | – | ﹤0.01% | 510 |
|
|
2023
Q4 | $12.1K | Hold |
550
| – | – | ﹤0.01% | 474 |
|
|
2023
Q3 | $9.56K | Hold |
550
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $9.94K | Hold |
550
| – | – | ﹤0.01% | 417 |
|
|
2023
Q1 | $13.1K | Hold |
550
| – | – | ﹤0.01% | 355 |
|
|
2022
Q4 | $14.4K | Hold |
550
| – | – | ﹤0.01% | 340 |
|
|
2022
Q3 | $13K | Hold |
550
| – | – | ﹤0.01% | 346 |
|
|
2022
Q2 | $14K | Hold |
550
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $15K | Hold |
550
| – | – | ﹤0.01% | 355 |
|
|
2021
Q4 | $16K | Buy |
+550
| New | +$16K | ﹤0.01% | 336 |
|