Federated Hermes’s Univest Financial UVSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.28K | Buy |
271
+147
| +119% | +$4.97K | ﹤0.01% | 1849 |
|
|
2025
Q4 | $4.06K | Sell |
124
-78
| -39% | -$2.44K | ﹤0.01% | 1910 |
|
|
2025
Q3 | $6.06K | Buy |
202
+94
| +87% | +$2.89K | ﹤0.01% | 1924 |
|
|
2025
Q2 | $3.24K | Buy |
108
+20
| +23% | +$582 | ﹤0.01% | 1920 |
|
|
2025
Q1 | $2.5K | Buy |
+88
| New | +$2.6K | ﹤0.01% | 1927 |
|
|
2020
Q2 | – | Sell |
-1,204
| Closed | -$20K | – | 2383 |
|
|
2020
Q1 | $20K | Buy |
1,204
+688
| +133% | +$15.7K | ﹤0.01% | 1793 |
|
|
2019
Q4 | $14K | Buy |
+516
| New | +$13.4K | ﹤0.01% | 1876 |
|
|
2019
Q3 | – | Sell |
-575
| Closed | -$15K | – | 2301 |
|
|
2019
Q2 | $15K | Hold |
575
| – | – | ﹤0.01% | 1853 |
|
|
2019
Q1 | $14K | Buy |
+575
| New | +$14K | ﹤0.01% | 1826 |
|
|
2018
Q4 | – | Sell |
-227
| Closed | -$6K | – | 2319 |
|
|
2018
Q3 | $6K | Buy |
+227
| New | +$6.32K | ﹤0.01% | 2041 |
|
|
2018
Q2 | – | Sell |
-17,728
| Closed | -$491K | – | 2284 |
|
|
2018
Q1 | $491K | Sell |
17,728
-22,882
| -56% | -$641K | ﹤0.01% | 1399 |
|
|
2017
Q4 | $1.14M | Buy |
+40,610
| New | +$1.2M | ﹤0.01% | 1183 |
|
|
2016
Q4 | – | Sell |
-202
| Closed | -$5K | – | 2178 |
|
|
2016
Q3 | $5K | Sell |
202
-3,326
| -94% | -$74.2K | ﹤0.01% | 1923 |
|
|
2016
Q2 | $74K | Buy |
3,528
+31
| +0.9% | +$617 | ﹤0.01% | 1593 |
|
|
2016
Q1 | $68K | Sell |
3,497
-189
| -5% | -$3.66K | ﹤0.01% | 1618 |
|
|
2015
Q4 | $77K | Buy |
3,686
+284
| +8% | +$5.74K | ﹤0.01% | 1600 |
|
|
2015
Q3 | $65K | Sell |
3,402
-6,030
| -64% | -$119K | ﹤0.01% | 1612 |
|
|
2015
Q2 | $192K | Sell |
9,432
-20,012
| -68% | -$393K | ﹤0.01% | 1507 |
|
|
2015
Q1 | $583K | Buy |
29,444
+3,110
| +12% | +$59.9K | ﹤0.01% | 1324 |
|
|
2014
Q4 | $533K | Buy |
26,334
+5,532
| +27% | +$110K | ﹤0.01% | 1335 |
|
|
2014
Q3 | $390K | Buy |
20,802
+13,939
| +203% | +$271K | ﹤0.01% | 1415 |
|
|
2014
Q2 | $142K | Buy |
+6,863
| New | +$137K | ﹤0.01% | 1540 |
|
Other funds holding UVSP
VCM
