Cary Street Partners Investment Advisory’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
Q4 | $2.82K | Hold |
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|
2025
Q3 | $2.58K | Hold |
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|
2025
Q2 | $2.58K | Buy |
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|
2025
Q1 | $1.99K | Buy |
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|
2024
Q4 | $1.59K | Sell |
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|
2024
Q3 | $339K | Hold |
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|
2024
Q2 | $275K | Buy |
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|
2024
Q1 | $250K | Hold |
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|
2023
Q4 | $264K | Sell |
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|
2023
Q3 | $212K | Buy |
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|
2023
Q2 | $191K | Hold |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $268K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $260K | Hold |
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|
2022
Q1 | $274K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $280K | Hold |
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|
2021
Q2 | $270K | Buy |
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|
2021
Q1 | $30K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $164K | Buy |
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