Geneos Wealth Management’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 | $85.4K | Buy |
2,843
+178
| +7% | +$5.35K | ﹤0.01% | 1313 |
|
|
2025
Q1 | $154K | Buy |
2,665
+2,252
| +545% | +$130K | ﹤0.01% | 1343 |
|
|
2024
Q4 | $12.2K | Buy |
413
+3
| +0.7% | +$89 | ﹤0.01% | 1969 |
|
|
2024
Q3 | $11.5K | Buy |
+410
| New | +$11.5K | ﹤0.01% | 1781 |
|
|
2022
Q3 | – | Sell |
-720
| Closed | -$18K | – | 2582 |
|
|
2022
Q2 | $18K | Buy |
720
+6
| +0.8% | +$150 | ﹤0.01% | 1740 |
|
|
2022
Q1 | $19K | Buy |
714
+5
| +0.7% | +$133 | ﹤0.01% | 1836 |
|
|
2021
Q4 | $21K | Buy |
709
+5
| +0.7% | +$148 | ﹤0.01% | 1874 |
|
|
2021
Q3 | $19K | Buy |
704
+5
| +0.7% | +$135 | ﹤0.01% | 1954 |
|
|
2021
Q2 | $18K | Buy |
699
+5
| +0.7% | +$129 | ﹤0.01% | 1975 |
|
|
2021
Q1 | $19K | Hold |
694
| – | – | ﹤0.01% | 2113 |
|
|
2020
Q4 | $20K | Buy |
694
+14
| +2% | +$403 | ﹤0.01% | 1926 |
|
|
2020
Q3 | $9K | Buy |
680
+9
| +1% | +$119 | ﹤0.01% | 2005 |
|
|
2020
Q2 | $10K | Buy |
671
+9
| +1% | +$134 | ﹤0.01% | 1928 |
|
|
2020
Q1 | $10K | Buy |
662
+4
| +0.6% | +$60 | ﹤0.01% | 1834 |
|
|
2019
Q4 | $17K | Buy |
658
+5
| +0.8% | +$129 | ﹤0.01% | 1767 |
|
|
2019
Q3 | $16K | Buy |
653
+5
| +0.8% | +$123 | ﹤0.01% | 1718 |
|
|
2019
Q2 | $17K | Buy |
+648
| New | +$17K | ﹤0.01% | 1721 |
|
|
2018
Q2 | – | Sell |
-500
| Closed | -$13K | – | 2327 |
|
|
2018
Q1 | $13K | Hold |
500
| – | – | ﹤0.01% | 1557 |
|
|
2017
Q4 | $14K | Hold |
500
| – | – | ﹤0.01% | 1520 |
|
|
2017
Q3 | $16K | Hold |
500
| – | – | ﹤0.01% | 1420 |
|
|
2017
Q2 | $14K | Hold |
500
| – | – | ﹤0.01% | 1416 |
|
|
2017
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 1434 |
|
|
2016
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1310 |
|
|
2016
Q3 | $11K | Hold |
500
| – | – | ﹤0.01% | 1346 |
|
|
2016
Q2 | $10K | Hold |
500
| – | – | ﹤0.01% | 1338 |
|
|
2016
Q1 | $9K | Buy |
+500
| New | +$9K | ﹤0.01% | 1358 |
|