Carson Wealth (CWM LLC)’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $394K | Buy |
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|
2025
Q2 | $295K | Buy |
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|
2025
Q1 | $249K | Buy |
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|
2024
Q4 | $205K | Buy |
|
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|
2024
Q3 | $174K | Buy |
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|
2024
Q2 | $85K | Buy |
|
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|
2024
Q1 | $25K | Buy |
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|
2023
Q4 | $14K | Buy |
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|
2023
Q3 | $11K | Buy |
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|
2023
Q2 | $5K | Sell |
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|
2023
Q1 | $7K | Sell |
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|
2022
Q4 | $10K | Buy |
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|
2022
Q3 | $4K | Sell |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $37K | Buy |
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|
2021
Q4 | $3K | Buy |
|