Commonwealth Equity Services’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
Q3 | $320K | Sell |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $309K | Hold |
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|
2024
Q4 | $321K | Hold |
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|
2024
Q3 | $306K | Sell |
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|
2024
Q2 | $273K | Sell |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $261K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2023
Q2 | $216K | Buy |
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|
2023
Q1 | $283 | Buy |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $273K | Buy |
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|
2022
Q1 | $287K | Buy |
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|
2021
Q4 | $321K | Hold |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $307K | Buy |
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