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Evergreen Capital Management’s Univest Financial UVSP Stock Holding History

Evergreen Capital Management’s Portfolio UVSP Stock Details UVSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$216K Sell
7,176
-823
-10% -$24.7K 0.01% 989
2025
Q1 		$227K Buy
7,999
+176
+2% +$4.99K 0.01% 917
2024
Q4 		$231K Hold
7,823
– – 0.01% 888
2024
Q3 		$220K Buy
+7,823
New +$220K 0.01% 885