Comerica Bank’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 | $199K | Hold |
6,615
| – | – | ﹤0.01% | 2325 |
|
|
2025
Q1 | $188K | Sell |
6,615
-33
| -0.5% | -$936 | ﹤0.01% | 2323 |
|
|
2024
Q4 | $196K | Sell |
6,648
-802
| -11% | -$23.7K | ﹤0.01% | 2322 |
|
|
2024
Q3 | $210K | Sell |
7,450
-67
| -0.9% | -$1.89K | ﹤0.01% | 2277 |
|
|
2024
Q2 | $172K | Sell |
7,517
-1,092
| -13% | -$24.9K | ﹤0.01% | 2323 |
|
|
2024
Q1 | $179K | Buy |
8,609
+8,535
| +11,534% | +$178K | ﹤0.01% | 2347 |
|
|
2023
Q4 | $1.63K | Sell |
74
-299
| -80% | -$6.59K | ﹤0.01% | 3563 |
|
|
2023
Q3 | $6.48K | Buy |
+373
| New | +$6.48K | ﹤0.01% | 3302 |
|