Creative Planning’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 | $2.14M | Buy |
71,105
+13,939
| +24% | +$419K | ﹤0.01% | 1257 |
|
|
2025
Q1 | $1.62M | Sell |
57,166
-3,727
| -6% | -$106K | ﹤0.01% | 1343 |
|
|
2024
Q4 | $1.8M | Buy |
60,893
+6,761
| +12% | +$200K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $1.52M | Buy |
54,132
+13,912
| +35% | +$391K | ﹤0.01% | 1229 |
|
|
2024
Q2 | $918K | Buy |
40,220
+7,232
| +22% | +$165K | ﹤0.01% | 1464 |
|
|
2024
Q1 | $687K | Buy |
32,988
+1,624
| +5% | +$33.8K | ﹤0.01% | 1614 |
|
|
2023
Q4 | $691K | Buy |
31,364
+18,535
| +144% | +$408K | ﹤0.01% | 1474 |
|
|
2023
Q3 | $223K | Sell |
12,829
-539
| -4% | -$9.37K | ﹤0.01% | 2156 |
|
|
2023
Q2 | $242K | Buy |
+13,368
| New | +$242K | ﹤0.01% | 2064 |
|
|
2018
Q1 | – | Sell |
-15,953
| Closed | -$447K | – | 1983 |
|
|
2017
Q4 | $447K | Hold |
15,953
| – | – | ﹤0.01% | 1134 |
|
|
2017
Q3 | $510K | Hold |
15,953
| – | – | ﹤0.01% | 1044 |
|
|
2017
Q2 | $478K | Hold |
15,953
| – | – | ﹤0.01% | 1027 |
|
|
2017
Q1 | $413K | Hold |
15,953
| – | – | ﹤0.01% | 1090 |
|
|
2016
Q4 | $493K | Hold |
15,953
| – | – | ﹤0.01% | 925 |
|
|
2016
Q3 | $373K | Buy |
+15,953
| New | +$373K | ﹤0.01% | 1049 |
|
|
2016
Q1 | – | Sell |
-1,000
| Closed | -$21K | – | 4390 |
|
|
2015
Q4 | $21K | Hold |
1,000
| – | – | ﹤0.01% | 2786 |
|
|
2015
Q3 | $19K | Buy |
+1,000
| New | +$19K | ﹤0.01% | 2752 |
|
|
2015
Q2 | – | Sell |
-1,000
| Closed | -$20K | – | 2808 |
|
|
2015
Q1 | $20K | Buy |
+1,000
| New | +$20K | ﹤0.01% | 2698 |
|