CIA
Compass Ion Advisors’s Univest Financial UVSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
37,144
+97
| +0.3% | +$2.91K | 0.12% | 91 |
|
|
2025
Q1 | $1.05M | Buy |
37,047
+91
| +0.2% | +$2.58K | 0.12% | 92 |
|
|
2024
Q4 | $1.09M | Buy |
36,956
+92
| +0.2% | +$2.72K | 0.13% | 92 |
|
|
2024
Q3 | $1.04M | Sell |
36,864
-1,510
| -4% | -$42.5K | 0.13% | 95 |
|
|
2024
Q2 | $799K | Hold |
38,374
| – | – | 0.11% | 101 |
|
|
2024
Q1 | $799K | Buy |
38,374
+136
| +0.4% | +$2.83K | 0.11% | 102 |
|
|
2023
Q4 | $842K | Buy |
38,238
+142
| +0.4% | +$3.13K | 0.13% | 100 |
|
|
2023
Q3 | $662K | Buy |
38,096
+147
| +0.4% | +$2.56K | 0.11% | 117 |
|
|
2023
Q2 | $686K | Sell |
37,949
-15,863
| -29% | -$287K | 0.17% | 41 |
|
|
2023
Q1 | $1.28M | Buy |
53,812
+1,792
| +3% | +$42.5K | 0.32% | 30 |
|
|
2022
Q4 | $1.36M | Sell |
52,020
-2,723
| -5% | -$71.2K | 0.35% | 28 |
|
|
2022
Q3 | $1.29M | Buy |
54,743
+2,914
| +6% | +$68.4K | 0.36% | 25 |
|
|
2022
Q2 | $1.32M | Buy |
51,829
+95
| +0.2% | +$2.42K | 0.38% | 26 |
|
|
2022
Q1 | $1.38M | Buy |
51,734
+81
| +0.2% | +$2.17K | 0.43% | 29 |
|
|
2021
Q4 | $1.55M | Buy |
51,653
+78
| +0.2% | +$2.33K | 0.5% | 30 |
|
|
2021
Q3 | $1.41M | Buy |
51,575
+9
| +0% | +$247 | 0.51% | 24 |
|
|
2021
Q2 | $1.36M | Buy |
51,566
+163
| +0.3% | +$4.3K | 0.53% | 23 |
|
|
2021
Q1 | $1.47M | Buy |
51,403
+89
| +0.2% | +$2.55K | 0.6% | 20 |
|
|
2020
Q4 | $1.06M | Hold |
51,314
| – | – | 0.41% | 26 |
|
|
2020
Q3 | $737K | Sell |
51,314
-1,000
| -2% | -$14.4K | 0.47% | 27 |
|
|
2020
Q2 | $844K | Hold |
52,314
| – | – | 0.75% | 17 |
|
|
2020
Q1 | $854K | Sell |
52,314
-2,712
| -5% | -$44.3K | 0.77% | 17 |
|
|
2019
Q4 | $1.47M | Buy |
+55,026
| New | +$1.47M | 0.76% | 14 |
|