Everhart Financial Group’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 | $952K | Buy |
31,677
+3,228
| +11% | +$97K | 0.11% | 124 |
|
|
2025
Q1 | $807K | Buy |
28,449
+810
| +3% | +$23K | 0.11% | 135 |
|
|
2024
Q4 | $816K | Buy |
27,639
+1,319
| +5% | +$38.9K | 0.17% | 124 |
|
|
2024
Q3 | $741K | Buy |
26,320
+4,147
| +19% | +$117K | 0.16% | 142 |
|
|
2024
Q2 | $506K | Buy |
22,173
+2,913
| +15% | +$66.5K | 0.13% | 157 |
|
|
2024
Q1 | $401K | Buy |
19,260
+7,973
| +71% | +$166K | 0.12% | 177 |
|
|
2023
Q4 | $249K | Buy |
11,287
+345
| +3% | +$7.6K | 0.09% | 209 |
|
|
2023
Q3 | $190K | Buy |
+10,942
| New | +$190K | 0.08% | 210 |
|