Federated Hermes’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 | $3.24K | Buy |
108
+20
| +23% | +$601 | ﹤0.01% | 1920 |
|
|
2025
Q1 | $2.5K | Buy |
+88
| New | +$2.5K | ﹤0.01% | 1927 |
|
|
2020
Q2 | – | Sell |
-1,204
| Closed | -$20K | – | 2380 |
|
|
2020
Q1 | $20K | Buy |
1,204
+688
| +133% | +$11.4K | ﹤0.01% | 1792 |
|
|
2019
Q4 | $14K | Buy |
+516
| New | +$14K | ﹤0.01% | 1875 |
|
|
2019
Q3 | – | Sell |
-575
| Closed | -$15K | – | 2299 |
|
|
2019
Q2 | $15K | Hold |
575
| – | – | ﹤0.01% | 1852 |
|
|
2019
Q1 | $14K | Buy |
+575
| New | +$14K | ﹤0.01% | 1825 |
|
|
2018
Q4 | – | Sell |
-227
| Closed | -$6K | – | 2317 |
|
|
2018
Q3 | $6K | Buy |
+227
| New | +$6K | ﹤0.01% | 2040 |
|
|
2018
Q2 | – | Sell |
-17,728
| Closed | -$491K | – | 2281 |
|
|
2018
Q1 | $491K | Sell |
17,728
-22,882
| -56% | -$634K | ﹤0.01% | 1398 |
|
|
2017
Q4 | $1.14M | Buy |
+40,610
| New | +$1.14M | ﹤0.01% | 1181 |
|
|
2016
Q4 | – | Sell |
-202
| Closed | -$5K | – | 2170 |
|
|
2016
Q3 | $5K | Sell |
202
-3,326
| -94% | -$82.3K | ﹤0.01% | 1923 |
|
|
2016
Q2 | $74K | Buy |
3,528
+31
| +0.9% | +$650 | ﹤0.01% | 1593 |
|
|
2016
Q1 | $68K | Sell |
3,497
-189
| -5% | -$3.68K | ﹤0.01% | 1616 |
|
|
2015
Q4 | $77K | Buy |
3,686
+284
| +8% | +$5.93K | ﹤0.01% | 1598 |
|
|
2015
Q3 | $65K | Sell |
3,402
-6,030
| -64% | -$115K | ﹤0.01% | 1610 |
|
|
2015
Q2 | $192K | Sell |
9,432
-20,012
| -68% | -$407K | ﹤0.01% | 1505 |
|
|
2015
Q1 | $583K | Buy |
29,444
+3,110
| +12% | +$61.6K | ﹤0.01% | 1323 |
|
|
2014
Q4 | $533K | Buy |
26,334
+5,532
| +27% | +$112K | ﹤0.01% | 1334 |
|
|
2014
Q3 | $390K | Buy |
20,802
+13,939
| +203% | +$261K | ﹤0.01% | 1415 |
|
|
2014
Q2 | $142K | Buy |
+6,863
| New | +$142K | ﹤0.01% | 1540 |
|