Charles Schwab’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.01M | Sell |
233,694
-1,279
| -0.5% | -$43.3K | ﹤0.01% | 2204 |
|
|
2025
Q4 | $7.69M | Sell |
234,973
-4,349
| -2% | -$136K | ﹤0.01% | 2259 |
|
|
2025
Q3 | $7.18M | Buy |
239,322
+1,060
| +0.4% | +$32.5K | ﹤0.01% | 2277 |
|
|
2025
Q2 | $7.16M | Buy |
238,262
+2,561
| +1% | +$74.6K | ﹤0.01% | 2170 |
|
|
2025
Q1 | $6.68M | Sell |
235,701
-9,686
| -4% | -$287K | ﹤0.01% | 2146 |
|
|
2024
Q4 | $7.24M | Sell |
245,387
-496
| -0.2% | -$14.7K | ﹤0.01% | 2158 |
|
|
2024
Q3 | $6.92M | Sell |
245,883
-10,892
| -4% | -$290K | ﹤0.01% | 2205 |
|
|
2024
Q2 | $5.86M | Sell |
256,775
-24,749
| -9% | -$523K | ﹤0.01% | 2290 |
|
|
2024
Q1 | $5.86M | Sell |
281,524
-21,807
| -7% | -$443K | ﹤0.01% | 2225 |
|
|
2023
Q4 | $6.68M | Buy |
303,331
+2,784
| +0.9% | +$52.2K | ﹤0.01% | 2188 |
|
|
2023
Q3 | $5.22M | Buy |
300,547
+82,107
| +38% | +$1.51M | ﹤0.01% | 2232 |
|
|
2023
Q2 | $3.95M | Buy |
218,440
+1,762
| +0.8% | +$34.5K | ﹤0.01% | 2329 |
|
|
2023
Q1 | $5.14M | Buy |
216,678
+1,386
| +0.6% | +$36.7K | ﹤0.01% | 2190 |
|
|
2022
Q4 | $5.63M | Buy |
215,292
+2,662
| +1% | +$71.4K | ﹤0.01% | 2156 |
|
|
2022
Q3 | $4.99M | Buy |
212,630
+4,444
| +2% | +$112K | ﹤0.01% | 2216 |
|
|
2022
Q2 | $5.3M | Sell |
208,186
-4,108
| -2% | -$105K | ﹤0.01% | 2165 |
|
|
2022
Q1 | $5.68M | Buy |
212,294
+4,891
| +2% | +$144K | ﹤0.01% | 2218 |
|
|
2021
Q4 | $6.21M | Buy |
207,403
+2,804
| +1% | +$81.5K | ﹤0.01% | 2242 |
|
|
2021
Q3 | $5.6M | Buy |
204,599
+1,618
| +0.8% | +$43.4K | ﹤0.01% | 2320 |
|
|
2021
Q2 | $5.35M | Buy |
202,981
+4,362
| +2% | +$123K | ﹤0.01% | 2314 |
|
|
2021
Q1 | $5.68M | Buy |
198,619
+5,454
| +3% | +$138K | ﹤0.01% | 2237 |
|
|
2020
Q4 | $3.98M | Buy |
193,165
+500
| +0.3% | +$8.96K | ﹤0.01% | 2334 |
|
|
2020
Q3 | $2.77M | Sell |
192,665
-2,905
| -1% | -$45.2K | ﹤0.01% | 2374 |
|
|
2020
Q2 | $3.16M | Buy |
195,570
+12,247
| +7% | +$196K | ﹤0.01% | 2255 |
|
|
2020
Q1 | $2.99M | Buy |
183,323
+3,591
| +2% | +$82.2K | ﹤0.01% | 2088 |
|
|
2019
Q4 | $4.81M | Buy |
179,732
+3,496
| +2% | +$90.5K | ﹤0.01% | 2037 |
|
|
2019
Q3 | $4.5M | Buy |
176,236
+4,527
| +3% | +$117K | ﹤0.01% | 2019 |
|
|
2019
Q2 | $4.51M | Buy |
171,709
+3,838
| +2% | +$96.3K | ﹤0.01% | 2023 |
|
|
2019
Q1 | $4.11M | Buy |
167,871
+3,556
| +2% | +$86.8K | ﹤0.01% | 2072 |
|
|
2018
Q4 | $3.54M | Sell |
164,315
-1,744
| -1% | -$42.4K | ﹤0.01% | 2087 |
|
|
2018
Q3 | $4.39M | Buy |
166,059
+7,728
| +5% | +$215K | ﹤0.01% | 2114 |
|
|
2018
Q2 | $4.36M | Buy |
158,331
+11,281
| +8% | +$324K | ﹤0.01% | 2072 |
|
|
2018
Q1 | $4.07M | Buy |
147,050
+19,728
| +15% | +$553K | ﹤0.01% | 2046 |
|
|
2017
Q4 | $3.57M | Buy |
127,322
+7,141
| +6% | +$211K | ﹤0.01% | 2085 |
|
|
2017
Q3 | $3.85M | Buy |
120,181
+11,140
| +10% | +$333K | ﹤0.01% | 2017 |
|
|
2017
Q2 | $3.27M | Buy |
109,041
+7,446
| +7% | +$214K | ﹤0.01% | 2023 |
|
|
2017
Q1 | $2.63M | Buy |
101,595
+5,814
| +6% | +$163K | ﹤0.01% | 2096 |
|
|
2016
Q4 | $2.96M | Buy |
95,781
+11,031
| +13% | +$294K | ﹤0.01% | 2006 |
|
|
2016
Q3 | $1.98M | Buy |
84,750
+36,897
| +77% | +$823K | ﹤0.01% | 2135 |
|
|
2016
Q2 | $1.01M | Buy |
47,853
+546
| +1% | +$10.9K | ﹤0.01% | 2340 |
|
|
2016
Q1 | $923K | Buy |
47,307
+663
| +1% | +$12.8K | ﹤0.01% | 2376 |
|
|
2015
Q4 | $973K | Buy |
46,644
+9,745
| +26% | +$197K | ﹤0.01% | 2400 |
|
|
2015
Q3 | $710K | Sell |
36,899
-5,801
| -14% | -$114K | ﹤0.01% | 2498 |
|
|
2015
Q2 | $870K | Buy |
42,700
+1,558
| +4% | +$30.6K | ﹤0.01% | 2481 |
|
|
2015
Q1 | $815K | Buy |
41,142
+2,204
| +6% | +$42.4K | ﹤0.01% | 2456 |
|
|
2014
Q4 | $789K | Buy |
38,938
+1,159
| +3% | +$23K | ﹤0.01% | 2453 |
|
|
2014
Q3 | $709K | Buy |
37,779
+913
| +2% | +$17.8K | ﹤0.01% | 2461 |
|
|
2014
Q2 | $764K | Sell |
36,866
-288
| -0.8% | -$5.75K | ﹤0.01% | 2448 |
|
|
2014
Q1 | $763K | Buy |
37,154
+5,972
| +19% | +$116K | ﹤0.01% | 2411 |
|
|
2013
Q4 | $645K | Sell |
31,182
-3,228
| -9% | -$64.3K | ﹤0.01% | 2476 |
|
|
2013
Q3 | $654K | Sell |
34,410
-13
| -0% | -$257 | ﹤0.01% | 2433 |
|
|
2013
Q2 | $669K | Buy |
+34,423
| New | +$610K | ﹤0.01% | 2373 |
|
Other funds holding UVSP
VCM
