Credit Suisse’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $572K | Hold |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $662K | Sell |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $722K | Buy |
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|
2021
Q3 | $601K | Buy |
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|
2021
Q2 | $508K | Sell |
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|
2021
Q1 | $740K | Sell |
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|
2020
Q4 | $788K | Buy |
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|
2020
Q3 | $494K | Sell |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $473K | Buy |
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|
2019
Q4 | $702K | Sell |
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|
2019
Q3 | $749K | Buy |
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|
2019
Q2 | $746K | Sell |
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|
2019
Q1 | $818K | Sell |
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|
2018
Q4 | $776K | Buy |
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|
2018
Q3 | $924K | Sell |
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|
2018
Q2 | $982K | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.37M | Sell |
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|
2017
Q3 | $1.8M | Buy |
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|
2017
Q2 | $1.17M | Sell |
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|
2017
Q1 | $1.16M | Buy |
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|
2016
Q4 | $1.37M | Sell |
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|
2016
Q3 | $1.34M | Buy |
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|
2016
Q2 | $731K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $534K | Sell |
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|
2015
Q3 | $613K | Sell |
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|
2015
Q2 | $711K | Buy |
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|
2015
Q1 | $519K | Buy |
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|
2014
Q4 | $499K | Sell |
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|
2014
Q3 | $477K | Sell |
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|
2014
Q2 | $599K | Sell |
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|
2014
Q1 | $742K | Sell |
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|
2013
Q4 | $857K | Buy |
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|
2013
Q3 | $606K | Buy |
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|
2013
Q2 | $380K | Buy |
|