Credit Suisse’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $572K | Hold |
27,489
| – | – | ﹤0.01% | 2571 |
|
|
2023
Q4 | $606K | Sell |
27,489
-1,379
| -5% | -$30.4K | ﹤0.01% | 2626 |
|
|
2023
Q3 | $502K | Sell |
28,868
-1,565
| -5% | -$27.2K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $550K | Buy |
30,433
+3,746
| +14% | +$67.7K | ﹤0.01% | 2715 |
|
|
2023
Q1 | $634K | Buy |
26,687
+8
| +0% | +$190 | ﹤0.01% | 2592 |
|
|
2022
Q4 | $697K | Sell |
26,679
-2,255
| -8% | -$58.9K | ﹤0.01% | 2563 |
|
|
2022
Q3 | $680K | Buy |
28,934
+2,873
| +11% | +$67.5K | ﹤0.01% | 2585 |
|
|
2022
Q2 | $662K | Sell |
26,061
-2,452
| -9% | -$62.3K | ﹤0.01% | 2649 |
|
|
2022
Q1 | $762K | Buy |
28,513
+4,399
| +18% | +$118K | ﹤0.01% | 2703 |
|
|
2021
Q4 | $722K | Buy |
24,114
+2,164
| +10% | +$64.8K | ﹤0.01% | 2798 |
|
|
2021
Q3 | $601K | Buy |
21,950
+2,701
| +14% | +$74K | ﹤0.01% | 2890 |
|
|
2021
Q2 | $508K | Sell |
19,249
-6,655
| -26% | -$176K | ﹤0.01% | 3008 |
|
|
2021
Q1 | $740K | Sell |
25,904
-12,370
| -32% | -$353K | ﹤0.01% | 2735 |
|
|
2020
Q4 | $788K | Buy |
38,274
+3,871
| +11% | +$79.7K | ﹤0.01% | 2722 |
|
|
2020
Q3 | $494K | Sell |
34,403
-2,301
| -6% | -$33K | ﹤0.01% | 2693 |
|
|
2020
Q2 | $592K | Buy |
36,704
+7,717
| +27% | +$124K | ﹤0.01% | 2606 |
|
|
2020
Q1 | $473K | Buy |
28,987
+2,790
| +11% | +$45.5K | ﹤0.01% | 2555 |
|
|
2019
Q4 | $702K | Sell |
26,197
-3,163
| -11% | -$84.8K | ﹤0.01% | 2730 |
|
|
2019
Q3 | $749K | Buy |
29,360
+990
| +3% | +$25.3K | ﹤0.01% | 2581 |
|
|
2019
Q2 | $746K | Sell |
28,370
-5,028
| -15% | -$132K | ﹤0.01% | 2547 |
|
|
2019
Q1 | $818K | Sell |
33,398
-2,574
| -7% | -$63K | ﹤0.01% | 2502 |
|
|
2018
Q4 | $776K | Buy |
35,972
+1,042
| +3% | +$22.5K | ﹤0.01% | 2486 |
|
|
2018
Q3 | $924K | Sell |
34,930
-818
| -2% | -$21.6K | ﹤0.01% | 2477 |
|
|
2018
Q2 | $982K | Sell |
35,748
-470
| -1% | -$12.9K | ﹤0.01% | 2588 |
|
|
2018
Q1 | $1M | Sell |
36,218
-12,645
| -26% | -$351K | ﹤0.01% | 2563 |
|
|
2017
Q4 | $1.37M | Sell |
48,863
-7,418
| -13% | -$208K | ﹤0.01% | 2315 |
|
|
2017
Q3 | $1.8M | Buy |
56,281
+17,277
| +44% | +$553K | ﹤0.01% | 2214 |
|
|
2017
Q2 | $1.17M | Sell |
39,004
-5,819
| -13% | -$174K | ﹤0.01% | 2254 |
|
|
2017
Q1 | $1.16M | Buy |
44,823
+595
| +1% | +$15.4K | ﹤0.01% | 2413 |
|
|
2016
Q4 | $1.37M | Sell |
44,228
-12,965
| -23% | -$401K | ﹤0.01% | 2446 |
|
|
2016
Q3 | $1.34M | Buy |
57,193
+22,455
| +65% | +$525K | ﹤0.01% | 2408 |
|
|
2016
Q2 | $731K | Buy |
+34,738
| New | +$731K | ﹤0.01% | 2891 |
|
|
2016
Q1 | – | Sell |
-25,617
| Closed | -$534K | – | 3928 |
|
|
2015
Q4 | $534K | Sell |
25,617
-6,266
| -20% | -$131K | ﹤0.01% | 3115 |
|
|
2015
Q3 | $613K | Sell |
31,883
-3,099
| -9% | -$59.6K | ﹤0.01% | 3053 |
|
|
2015
Q2 | $711K | Buy |
34,982
+8,771
| +33% | +$178K | ﹤0.01% | 3189 |
|
|
2015
Q1 | $519K | Buy |
26,211
+1,570
| +6% | +$31.1K | ﹤0.01% | 3264 |
|
|
2014
Q4 | $499K | Sell |
24,641
-785
| -3% | -$15.9K | ﹤0.01% | 3358 |
|
|
2014
Q3 | $477K | Sell |
25,426
-3,545
| -12% | -$66.5K | ﹤0.01% | 3294 |
|
|
2014
Q2 | $599K | Sell |
28,971
-7,253
| -20% | -$150K | ﹤0.01% | 3281 |
|
|
2014
Q1 | $742K | Sell |
36,224
-5,231
| -13% | -$107K | ﹤0.01% | 3037 |
|
|
2013
Q4 | $857K | Buy |
41,455
+9,321
| +29% | +$193K | ﹤0.01% | 2996 |
|
|
2013
Q3 | $606K | Buy |
32,134
+12,185
| +61% | +$230K | ﹤0.01% | 2967 |
|
|
2013
Q2 | $380K | Buy |
+19,949
| New | +$380K | ﹤0.01% | 3097 |
|