Compass Ion Advisors’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
Q2 | $1.12M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $799K | Hold |
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|
2024
Q1 | $799K | Buy |
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|
2023
Q4 | $842K | Buy |
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|
2023
Q3 | $662K | Buy |
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|
2023
Q2 | $686K | Sell |
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|
2023
Q1 | $1.28M | Buy |
|
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|
2022
Q4 | $1.36M | Sell |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.32M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $1.06M | Hold |
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|
2020
Q3 | $737K | Sell |
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|
2020
Q2 | $844K | Hold |
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|
2020
Q1 | $854K | Sell |
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|
2019
Q4 | $1.47M | Buy |
|