First Horizon Advisors’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 | $6.07K | Buy |
202
+35
| +21% | +$1.05K | ﹤0.01% | 1806 |
|
|
2025
Q1 | $4.74K | Hold |
167
| – | – | ﹤0.01% | 1814 |
|
|
2024
Q4 | $4.93K | Buy |
167
+78
| +88% | +$2.3K | ﹤0.01% | 1807 |
|
|
2024
Q3 | $2.5K | Hold |
89
| – | – | ﹤0.01% | 1956 |
|
|
2024
Q2 | $2.03K | Hold |
89
| – | – | ﹤0.01% | 1971 |
|
|
2024
Q1 | $1.85K | Hold |
89
| – | – | ﹤0.01% | 2050 |
|
|
2023
Q4 | $1.96K | Hold |
89
| – | – | ﹤0.01% | 2032 |
|
|
2023
Q3 | $1.55K | Buy |
+89
| New | +$1.55K | ﹤0.01% | 2065 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$831 | – | 2526 |
|
|
2023
Q1 | $831 | Hold |
35
| – | – | ﹤0.01% | 2313 |
|
|
2022
Q4 | $915 | Hold |
35
| – | – | ﹤0.01% | 2269 |
|
|
2022
Q3 | $1K | Hold |
35
| – | – | ﹤0.01% | 2197 |
|
|
2022
Q2 | $1K | Buy |
+35
| New | +$1K | ﹤0.01% | 2280 |
|
|
2020
Q4 | – | Sell |
-80
| Closed | -$1K | – | 1592 |
|
|
2020
Q3 | $1K | Hold |
80
| – | – | ﹤0.01% | 1388 |
|
|
2020
Q2 | $1K | Hold |
80
| – | – | ﹤0.01% | 1350 |
|
|
2020
Q1 | $1K | Hold |
80
| – | – | ﹤0.01% | 1321 |
|
|
2019
Q4 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 1396 |
|