Creative Planning’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 | $2.13M | Sell |
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|
2025
Q2 | $2.14M | Buy |
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|
2025
Q1 | $1.62M | Sell |
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|
2024
Q4 | $1.8M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $918K | Buy |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $223K | Sell |
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|
2023
Q2 | $242K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $447K | Hold |
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|
2017
Q3 | $510K | Hold |
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|
2017
Q2 | $478K | Hold |
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|
2017
Q1 | $413K | Hold |
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|
2016
Q4 | $493K | Hold |
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|
2016
Q3 | $373K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $21K | Hold |
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|
2015
Q3 | $19K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $20K | Buy |
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