Deutsche Bank’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 | $780K | Buy |
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|
2025
Q2 | $651K | Sell |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $841K | Buy |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $294K | Sell |
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|
2024
Q1 | $274K | Buy |
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|
2023
Q4 | $280K | Hold |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $230K | Sell |
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|
2023
Q1 | $420K | Buy |
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $276K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $420K | Sell |
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|
2021
Q4 | $526K | Buy |
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|
2021
Q3 | $457K | Sell |
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|
2021
Q2 | $456K | Sell |
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|
2021
Q1 | $527K | Sell |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $210K | Buy |
|
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|
2020
Q2 | $214K | Sell |
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|
2020
Q1 | $261K | Buy |
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|
2019
Q4 | $289K | Sell |
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|
2019
Q3 | $360K | Sell |
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|
2019
Q2 | $1.37M | Sell |
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|
2019
Q1 | $2.12M | Sell |
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|
2018
Q4 | $2.13M | Sell |
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|
2018
Q3 | $3.9M | Buy |
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|
2018
Q2 | $1.69M | Buy |
|
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|
2018
Q1 | $952K | Sell |
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|
2017
Q4 | $1.74M | Buy |
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|
2017
Q3 | $882K | Sell |
|
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|
2017
Q2 | $1.24M | Sell |
|
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|
2017
Q1 | $1.75M | Buy |
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|
2016
Q4 | $799K | Sell |
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|
2016
Q3 | $1.52M | Sell |
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|
2016
Q2 | $2.52M | Buy |
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|
2016
Q1 | $2.31M | Buy |
|
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|
2015
Q4 | $1.68M | Sell |
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|
2015
Q3 | $1.72M | Buy |
|
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|
2015
Q2 | $1.59M | Buy |
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|
2015
Q1 | $618K | Buy |
|
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|
2014
Q4 | $415K | Buy |
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|
2014
Q3 | $328K | Sell |
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|
2014
Q2 | $485K | Sell |
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|
2014
Q1 | $890K | Sell |
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|
2013
Q4 | $1.18M | Buy |
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|
2013
Q3 | $867K | Buy |
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|
2013
Q2 | $587K | Buy |
|