First Manhattan’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 | $374K | Hold |
12,434
| – | – | ﹤0.01% | 583 |
|
|
2025
Q1 | $353K | Sell |
12,434
-328
| -3% | -$9.3K | ﹤0.01% | 560 |
|
|
2024
Q4 | $377K | Hold |
12,762
| – | – | ﹤0.01% | 557 |
|
|
2024
Q3 | $359K | Hold |
12,762
| – | – | ﹤0.01% | 557 |
|
|
2024
Q2 | $291K | Sell |
12,762
-4,021
| -24% | -$91.8K | ﹤0.01% | 577 |
|
|
2024
Q1 | $349K | Sell |
16,783
-1,006
| -6% | -$20.9K | ﹤0.01% | 567 |
|
|
2023
Q4 | $392K | Sell |
17,789
-11,258
| -39% | -$248K | ﹤0.01% | 524 |
|
|
2023
Q3 | $505K | Sell |
29,047
-578
| -2% | -$10K | ﹤0.01% | 483 |
|
|
2023
Q2 | $536K | Hold |
29,625
| – | – | ﹤0.01% | 471 |
|
|
2023
Q1 | $703K | Sell |
29,625
-10,000
| -25% | -$237K | ﹤0.01% | 453 |
|
|
2022
Q4 | $1.04M | Hold |
39,625
| – | – | ﹤0.01% | 409 |
|
|
2022
Q3 | $930K | Sell |
39,625
-600
| -1% | -$14.1K | ﹤0.01% | 423 |
|
|
2022
Q2 | $1.02M | Hold |
40,225
| – | – | ﹤0.01% | 414 |
|
|
2022
Q1 | $1.08M | Hold |
40,225
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $1.2M | Hold |
40,225
| – | – | ﹤0.01% | 417 |
|
|
2021
Q3 | $1.1M | Hold |
40,225
| – | – | ﹤0.01% | 417 |
|
|
2021
Q2 | $1.06M | Hold |
40,225
| – | – | ﹤0.01% | 420 |
|
|
2021
Q1 | $1.15M | Sell |
40,225
-1,219
| -3% | -$34.9K | 0.01% | 401 |
|
|
2020
Q4 | $852K | Sell |
41,444
-1,968
| -5% | -$40.5K | ﹤0.01% | 425 |
|
|
2020
Q3 | $623K | Hold |
43,412
| – | – | ﹤0.01% | 452 |
|
|
2020
Q2 | $700K | Sell |
43,412
-3,318
| -7% | -$53.5K | ﹤0.01% | 438 |
|
|
2020
Q1 | $762K | Sell |
46,730
-1,500
| -3% | -$24.5K | ﹤0.01% | 416 |
|
|
2019
Q4 | $1.29M | Sell |
48,230
-5,512
| -10% | -$148K | 0.01% | 383 |
|
|
2019
Q3 | $1.37M | Hold |
53,742
| – | – | 0.01% | 373 |
|
|
2019
Q2 | $1.41M | Hold |
53,742
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $1.31M | Sell |
53,742
-7,679
| -13% | -$188K | 0.01% | 399 |
|
|
2018
Q4 | $1.32M | Hold |
61,421
| – | – | 0.01% | 396 |
|
|
2018
Q3 | $1.62M | Hold |
61,421
| – | – | 0.01% | 395 |
|
|
2018
Q2 | $1.69M | Hold |
61,421
| – | – | 0.01% | 384 |
|
|
2018
Q1 | $1.7M | Hold |
61,421
| – | – | 0.01% | 376 |
|
|
2017
Q4 | $1.72M | Sell |
61,421
-2,824
| -4% | -$79.2K | 0.01% | 382 |
|
|
2017
Q3 | $2.06M | Sell |
64,245
-1,400
| -2% | -$44.8K | 0.01% | 364 |
|
|
2017
Q2 | $1.97M | Buy |
65,645
+10,000
| +18% | +$299K | 0.01% | 362 |
|
|
2017
Q1 | $1.44M | Hold |
55,645
| – | – | 0.01% | 381 |
|
|
2016
Q4 | $1.72M | Sell |
55,645
-3,997
| -7% | -$123K | 0.01% | 356 |
|
|
2016
Q3 | $1.39M | Sell |
59,642
-3,889
| -6% | -$90.8K | 0.01% | 371 |
|
|
2016
Q2 | $1.34M | Hold |
63,531
| – | – | 0.01% | 387 |
|
|
2016
Q1 | $1.24M | Hold |
63,531
| – | – | 0.01% | 389 |
|
|
2015
Q4 | $1.33M | Sell |
63,531
-3,934
| -6% | -$82K | 0.01% | 389 |
|
|
2015
Q3 | $1.3M | Sell |
67,465
-1,968
| -3% | -$37.8K | 0.01% | 388 |
|
|
2015
Q2 | $1.41M | Hold |
69,433
| – | – | 0.01% | 389 |
|
|
2015
Q1 | $1.37M | Hold |
69,433
| – | – | 0.01% | 385 |
|
|
2014
Q4 | $1.41M | Buy |
69,433
+7,132
| +11% | +$144K | 0.01% | 385 |
|
|
2014
Q3 | $1.17M | Hold |
62,301
| – | – | 0.01% | 396 |
|
|
2014
Q2 | $1.29M | Buy |
62,301
+2,063
| +3% | +$42.7K | 0.01% | 382 |
|
|
2014
Q1 | $1.24M | Buy |
60,238
+1,050
| +2% | +$21.5K | 0.01% | 386 |
|
|
2013
Q4 | $1.22M | Hold |
59,188
| – | – | 0.01% | 391 |
|
|
2013
Q3 | $1.12M | Hold |
59,188
| – | – | 0.01% | 392 |
|
|
2013
Q2 | $1.16M | Buy |
+59,188
| New | +$1.16M | 0.01% | 388 |
|