Commonwealth Equity Services’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 | $321K | Sell |
10,689
-192
| -2% | -$5.77K | ﹤0.01% | 3521 |
|
|
2025
Q1 | $309K | Hold |
10,881
| – | – | ﹤0.01% | 3470 |
|
|
2024
Q4 | $321K | Hold |
10,881
| – | – | ﹤0.01% | 3350 |
|
|
2024
Q3 | $306K | Sell |
10,881
-1,086
| -9% | -$30.5K | ﹤0.01% | 3342 |
|
|
2024
Q2 | $273K | Sell |
11,967
-137
| -1% | -$3.13K | ﹤0.01% | 3378 |
|
|
2024
Q1 | $252K | Buy |
12,104
+267
| +2% | +$5.56K | ﹤0.01% | 3436 |
|
|
2023
Q4 | $261K | Sell |
11,837
-89
| -0.7% | -$1.96K | ﹤0.01% | 3293 |
|
|
2023
Q3 | $207K | Buy |
11,926
+1
| +0% | +$17 | ﹤0.01% | 3355 |
|
|
2023
Q2 | $216K | Buy |
11,925
+1
| +0% | +$18 | ﹤0.01% | 3342 |
|
|
2023
Q1 | $283 | Buy |
11,924
+1,017
| +9% | +$24 | ﹤0.01% | 3017 |
|
|
2022
Q4 | $285K | Buy |
10,907
+162
| +2% | +$4.23K | ﹤0.01% | 2909 |
|
|
2022
Q3 | $252K | Buy |
10,745
+1
| +0% | +$23 | ﹤0.01% | 2965 |
|
|
2022
Q2 | $273K | Buy |
10,744
+1
| +0% | +$25 | ﹤0.01% | 2923 |
|
|
2022
Q1 | $287K | Buy |
10,743
+1
| +0% | +$27 | ﹤0.01% | 3019 |
|
|
2021
Q4 | $321K | Hold |
10,742
| – | – | ﹤0.01% | 2916 |
|
|
2021
Q3 | $294K | Buy |
10,742
+1
| +0% | +$27 | ﹤0.01% | 2956 |
|
|
2021
Q2 | $283K | Buy |
10,741
+1
| +0% | +$26 | ﹤0.01% | 2958 |
|
|
2021
Q1 | $307K | Buy |
+10,740
| New | +$307K | ﹤0.01% | 2741 |
|