Empowered Funds’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 | $3.17M | Buy |
105,674
+3,157
| +3% | +$94.8K | 0.04% | 612 |
|
|
2025
Q1 | $2.91M | Buy |
102,517
+4,087
| +4% | +$116K | 0.04% | 570 |
|
|
2024
Q4 | $2.9M | Buy |
98,430
+4,739
| +5% | +$140K | 0.04% | 569 |
|
|
2024
Q3 | $2.64M | Buy |
93,691
+4,690
| +5% | +$132K | 0.04% | 568 |
|
|
2024
Q2 | $2.03M | Buy |
89,001
+6,300
| +8% | +$144K | 0.04% | 605 |
|
|
2024
Q1 | $1.72M | Buy |
82,701
+6,125
| +8% | +$128K | 0.03% | 667 |
|
|
2023
Q4 | $1.69M | Buy |
76,576
+21,320
| +39% | +$470K | 0.04% | 574 |
|
|
2023
Q3 | $960K | Buy |
55,256
+23,577
| +74% | +$410K | 0.03% | 677 |
|
|
2023
Q2 | $573K | Buy |
+31,679
| New | +$573K | 0.02% | 776 |
|