Cary Street Partners Investment Advisory’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 | $2.58K | Buy |
86
+16
| +23% | +$481 | ﹤0.01% | 561 |
|
|
2025
Q1 | $1.99K | Buy |
70
+16
| +30% | +$454 | ﹤0.01% | 542 |
|
|
2024
Q4 | $1.59K | Sell |
54
-11,988
| -100% | -$354K | ﹤0.01% | 491 |
|
|
2024
Q3 | $339K | Hold |
12,042
| – | – | 0.01% | 591 |
|
|
2024
Q2 | $275K | Buy |
12,042
+54
| +0.5% | +$1.23K | 0.01% | 618 |
|
|
2024
Q1 | $250K | Hold |
11,988
| – | – | 0.01% | 601 |
|
|
2023
Q4 | $264K | Sell |
11,988
-200
| -2% | -$4.41K | 0.01% | 551 |
|
|
2023
Q3 | $212K | Buy |
12,188
+1,650
| +16% | +$28.7K | 0.01% | 538 |
|
|
2023
Q2 | $191K | Hold |
10,538
| – | – | 0.01% | 521 |
|
|
2023
Q1 | $250K | Buy |
10,538
+300
| +3% | +$7.12K | 0.02% | 433 |
|
|
2022
Q4 | $268K | Hold |
10,238
| – | – | 0.02% | 418 |
|
|
2022
Q3 | $240K | Hold |
10,238
| – | – | 0.02% | 419 |
|
|
2022
Q2 | $260K | Hold |
10,238
| – | – | 0.02% | 383 |
|
|
2022
Q1 | $274K | Hold |
10,238
| – | – | 0.08% | 224 |
|
|
2021
Q4 | $306K | Hold |
10,238
| – | – | 0.08% | 207 |
|
|
2021
Q3 | $280K | Hold |
10,238
| – | – | 0.09% | 195 |
|
|
2021
Q2 | $270K | Buy |
10,238
+9,183
| +870% | +$242K | 0.09% | 198 |
|
|
2021
Q1 | $30K | Buy |
+1,055
| New | +$30K | 0.01% | 288 |
|
|
2020
Q4 | – | Sell |
-11,438
| Closed | -$164K | – | 843 |
|
|
2020
Q3 | $164K | Buy |
+11,438
| New | +$164K | 0.03% | 288 |
|