Fidelity Investments’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 | $78M | Sell |
2,596,325
-10,925
| -0.4% | -$328K | ﹤0.01% | 1218 |
|
|
2025
Q1 | $73.9M | Sell |
2,607,250
-3,698
| -0.1% | -$105K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $77M | Sell |
2,610,948
-11,527
| -0.4% | -$340K | ﹤0.01% | 1218 |
|
|
2024
Q3 | $73.8M | Sell |
2,622,475
-9,050
| -0.3% | -$255K | ﹤0.01% | 1213 |
|
|
2024
Q2 | $60.1M | Sell |
2,631,525
-23,099
| -0.9% | -$527K | ﹤0.01% | 1241 |
|
|
2024
Q1 | $55.3M | Buy |
2,654,624
+10,215
| +0.4% | +$213K | ﹤0.01% | 1294 |
|
|
2023
Q4 | $58.3M | Buy |
2,644,409
+88,258
| +3% | +$1.94M | ﹤0.01% | 1230 |
|
|
2023
Q3 | $44.4M | Buy |
2,556,151
+130,584
| +5% | +$2.27M | ﹤0.01% | 1287 |
|
|
2023
Q2 | $43.9M | Buy |
2,425,567
+75,516
| +3% | +$1.37M | ﹤0.01% | 1327 |
|
|
2023
Q1 | $55.8M | Buy |
2,350,051
+60,075
| +3% | +$1.43M | 0.01% | 1220 |
|
|
2022
Q4 | $59.8M | Buy |
2,289,976
+240,352
| +12% | +$6.28M | 0.01% | 1179 |
|
|
2022
Q3 | $48.1M | Buy |
2,049,624
+87,127
| +4% | +$2.05M | 0.01% | 1257 |
|
|
2022
Q2 | $49.9M | Sell |
1,962,497
-50,467
| -3% | -$1.28M | 0.01% | 1258 |
|
|
2022
Q1 | $53.9M | Buy |
2,012,964
+217,911
| +12% | +$5.83M | ﹤0.01% | 1358 |
|
|
2021
Q4 | $53.7M | Sell |
1,795,053
-276
| -0% | -$8.26K | ﹤0.01% | 1402 |
|
|
2021
Q3 | $49.2M | Buy |
1,795,329
+57,483
| +3% | +$1.57M | ﹤0.01% | 1416 |
|
|
2021
Q2 | $45.8M | Buy |
1,737,846
+73,901
| +4% | +$1.95M | ﹤0.01% | 1473 |
|
|
2021
Q1 | $47.6M | Buy |
1,663,945
+629,731
| +61% | +$18M | ﹤0.01% | 1427 |
|
|
2020
Q4 | $21.3M | Buy |
1,034,214
+134,234
| +15% | +$2.76M | ﹤0.01% | 1693 |
|
|
2020
Q3 | $12.9M | Sell |
899,980
-26,480
| -3% | -$380K | ﹤0.01% | 1742 |
|
|
2020
Q2 | $15M | Sell |
926,460
-38,197
| -4% | -$616K | ﹤0.01% | 1660 |
|
|
2020
Q1 | $15.7M | Sell |
964,657
-145,000
| -13% | -$2.37M | ﹤0.01% | 1507 |
|
|
2019
Q4 | $29.7M | Sell |
1,109,657
-9,089
| -0.8% | -$243K | ﹤0.01% | 1439 |
|
|
2019
Q3 | $28.5M | Buy |
1,118,746
+10,789
| +1% | +$275K | ﹤0.01% | 1433 |
|
|
2019
Q2 | $29.1M | Sell |
1,107,957
-33,241
| -3% | -$873K | ﹤0.01% | 1467 |
|
|
2019
Q1 | $27.9M | Sell |
1,141,198
-12,400
| -1% | -$303K | ﹤0.01% | 1449 |
|
|
2018
Q4 | $24.9M | Buy |
1,153,598
+42,900
| +4% | +$925K | ﹤0.01% | 1472 |
|
|
2018
Q3 | $29.4M | Sell |
1,110,698
-6,759
| -0.6% | -$179K | ﹤0.01% | 1526 |
|
|
2018
Q2 | $30.7M | Buy |
1,117,457
+60,220
| +6% | +$1.66M | ﹤0.01% | 1507 |
|
|
2018
Q1 | $29.3M | Sell |
1,057,237
-31,573
| -3% | -$875K | ﹤0.01% | 1544 |
|
|
2017
Q4 | $30.5M | Buy |
1,088,810
+20,833
| +2% | +$584K | ﹤0.01% | 1526 |
|
|
2017
Q3 | $34.2M | Sell |
1,067,977
-20,130
| -2% | -$644K | ﹤0.01% | 1489 |
|
|
2017
Q2 | $32.6M | Buy |
1,088,107
+252,935
| +30% | +$7.58M | ﹤0.01% | 1483 |
|
|
2017
Q1 | $21.6M | Buy |
835,172
+427,338
| +105% | +$11.1M | ﹤0.01% | 1667 |
|
|
2016
Q4 | $12.6M | Buy |
+407,834
| New | +$12.6M | ﹤0.01% | 1881 |
|