EverSource Wealth Advisors’s Univest Financial UVSP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$13.1K Buy
437
+378
+641% +$11.4K ﹤0.01% 2610
2025
Q1
$1.67K Buy
59
+10
+20% +$284 ﹤0.01% 3006
2024
Q4
$1.45K Buy
+49
New +$1.45K ﹤0.01% 2844