Franklin Resources’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 | $1.5M | Buy |
49,982
+2,121
| +4% | +$63.7K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $1.36M | Sell |
47,861
-219
| -0.5% | -$6.21K | ﹤0.01% | 1821 |
|
|
2024
Q4 | $1.42M | Sell |
48,080
-232
| -0.5% | -$6.85K | ﹤0.01% | 1838 |
|
|
2024
Q3 | $1.35M | Buy |
48,312
+12,771
| +36% | +$356K | ﹤0.01% | 1854 |
|
|
2024
Q2 | $811K | Buy |
35,541
+14,652
| +70% | +$335K | ﹤0.01% | 2016 |
|
|
2024
Q1 | $435K | Buy |
+20,889
| New | +$435K | ﹤0.01% | 2301 |
|
|
2023
Q3 | – | Sell |
-16,785
| Closed | -$303K | – | 2778 |
|
|
2023
Q2 | $303K | Buy |
+16,785
| New | +$303K | ﹤0.01% | 2195 |
|